LOMGX Mutual Fund

LOMGX Mutual Fund

NAV$37.09
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Returns Overview

1 Month
+2.87%
3 Months
-9.21%
6 Months
+14.19%
YTD
+9.21%
1 Year
+3.14%
3 Years (annualized)
+18.02%
5 Years (annualized)
+5.58%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOMGX 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)
+9.21%
Peer Avg (YTD)
+6.72%
vs Peers
+2.49%

LOMGX Mutual Fund Performance

LOMGX performance across multiple time periods: 1-month 2.87%, YTD 9.21%, 1-year 3.14%, 3-year 18.02%, 5-year 5.58%, 10-year 11.04%.

LOMGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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