LFGIX Mutual Fund

LFGIX Mutual Fund

NAV$46.53
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Returns Overview

1 Month
+4.04%
3 Months
-0.94%
6 Months
+22.02%
YTD
+9.23%
1 Year
+5.50%
3 Years (annualized)
+24.48%
5 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+8.67%
vs Peers
+0.57%

LFGIX Mutual Fund Performance

LFGIX performance across multiple time periods: 1-month 4.04%, YTD 9.23%, 1-year 5.50%, 3-year 24.48%, 5-year 10.95%.

LFGIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

LFGIX vs another fund shows side-by-side returns. LFGIX alternatives are available in the Mutual Fund Screener.