LGCOX Mutual Fund

LGCOX Mutual Fund

NAV$22.62
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Returns Overview

1 Month
-1.25%
3 Months
+1.28%
6 Months
+13.71%
YTD
+9.01%
1 Year
+11.72%
3 Years (annualized)
+19.95%
5 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCOX 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
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📉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
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+9.29%
vs Peers
-0.29%

LGCOX Mutual Fund Performance

LGCOX performance across multiple time periods: 1-month -1.25%, YTD 9.01%, 1-year 11.72%, 3-year 19.95%, 5-year 10.42%.

LGCOX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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