LGCYX Mutual Fund

LGCYX Mutual Fund

NAV$22.51
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Returns Overview

1 Month
-1.25%
3 Months
+1.24%
6 Months
+13.61%
YTD
+8.95%
1 Year
+11.61%
3 Years (annualized)
+19.80%
5 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGCYX 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
MSCI All Country World Index with Net Dividends
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+9.29%
vs Peers
-0.34%

LGCYX Mutual Fund Performance

LGCYX performance across multiple time periods: 1-month -1.25%, YTD 8.95%, 1-year 11.61%, 3-year 19.80%, 5-year 10.30%.

LGCYX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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