LGIII Mutual Fund

LGIII Mutual Fund

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Returns Overview

1 Month
+2.14%
3 Months
-6.48%
6 Months
+15.79%
YTD
+4.63%
1 Year
-10.38%
3 Years (annualized)
+9.98%
5 Years (annualized)
-1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGIII 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+8.68%
vs Peers
-4.05%

LGIII Mutual Fund Performance

LGIII performance across multiple time periods: 1-month 2.14%, YTD 4.63%, 1-year -10.38%, 3-year 9.98%, 5-year -1.23%.

LGIII returns trail the peer average of 8.68% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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