LGOSX Mutual Fund

LGOSX Mutual Fund

NAV$29.04
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Returns Overview

1 Month
+2.83%
3 Months
-9.31%
6 Months
+13.98%
YTD
+8.92%
1 Year
+2.74%
3 Years (annualized)
+17.61%
5 Years (annualized)
+2.56%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOSX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+6.72%
vs Peers
+2.20%

LGOSX Mutual Fund Performance

LGOSX performance across multiple time periods: 1-month 2.83%, YTD 8.92%, 1-year 2.74%, 3-year 17.61%, 5-year 2.56%, 10-year 10.88%.

LGOSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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