LFGSX Mutual Fund

LFGSX Mutual Fund

NAV$45.56
See how much of LFGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.01%
3 Months
-1.00%
6 Months
+21.84%
YTD
+9.00%
1 Year
+5.24%
3 Years (annualized)
+24.16%
5 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+8.68%
vs Peers
+0.32%

LFGSX Mutual Fund Performance

LFGSX performance across multiple time periods: 1-month 4.01%, YTD 9.00%, 1-year 5.24%, 3-year 24.16%, 5-year 7.93%.

LFGSX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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