LGRRX Mutual Fund

LGRRX Mutual Fund

NAV$30.28
See how much of LGRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.78%
3 Months
+5.59%
6 Months
+12.52%
YTD
-0.61%
1 Year
-0.43%
3 Years (annualized)
+18.31%
5 Years (annualized)
+11.07%
10 Years (annualized)
+15.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+8.68%
vs Peers
-9.29%

LGRRX Mutual Fund Performance

LGRRX performance across multiple time periods: 1-month -1.78%, YTD -0.61%, 1-year -0.43%, 3-year 18.31%, 5-year 11.07%, 10-year 15.69%.

LGRRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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