LFGVX Mutual Fund

LFGVX Mutual Fund

NAV$46.86
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Returns Overview

1 Month
+4.05%
3 Months
-0.91%
6 Months
+22.05%
YTD
+9.29%
1 Year
+5.58%
3 Years (annualized)
+24.61%
5 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGVX 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)
+9.29%
Peer Avg (YTD)
+8.68%
vs Peers
+0.61%

LFGVX Mutual Fund Performance

LFGVX performance across multiple time periods: 1-month 4.05%, YTD 9.29%, 1-year 5.58%, 3-year 24.61%, 5-year 8.31%.

LFGVX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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