LGWCX Mutual Fund

LGWCX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
-2.03%
3 Months
-1.05%
6 Months
+9.92%
YTD
+7.97%
1 Year
+10.11%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.34%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGWCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+6.10%
vs Peers
+1.87%

LGWCX Mutual Fund Performance

LGWCX performance across multiple time periods: 1-month -2.03%, YTD 7.97%, 1-year 10.11%, 3-year 13.72%, 5-year 6.34%, 10-year 8.54%.

LGWCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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