Performance overview
Morningstar return ratingN/A1
Year-to-date return13.27%
5-year average return12.44%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)26.20%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.20%
Worst 3-yr total return5.55%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnLGCSXCategory
YTD11.80%12.08%
1-month5.47%0.64%
3-month4.37%6.49%
1-year29.85%38.01%
3-year5.54%12.74%
5-year13.45%12.82%
10-year0.00%9.05%
Last bull market27.72%18.82%
Last bear market-15.62%-20.53%
Annual total return (%) history
YearLGCSXCategory
2024N/AN/A
202323.24%N/A
2022-19.03%N/A
202117.86%N/A
202023.51%12.96%
201926.20%25.26%
2018-9.41%-10.06%
2017N/A22.28%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.68%N/AN/AN/A
20236.80%5.32%-3.14%13.11%
2022-7.05%-15.62%-4.59%8.21%
20214.76%7.35%-2.80%7.82%
2020-21.76%21.81%9.17%18.72%
201912.86%2.37%-0.09%9.33%
20181.42%-0.26%4.47%-14.28%
20174.66%5.00%5.23%N/A
Rank in category (by total return)
YTD12
1-month10
3-month32
1-year5
3-year34
5-year8
Load adjusted returns
1-year29.85%
3-year5.54%
5-year13.45%
10-yearN/A
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