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Logan Capital Large Cap Growth Fund Investor Class (LGNHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.73+0.68 (+1.53%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return13.04%
5-year average return11.33%
Number of years up7
Number of years down1
Best 1-yr total return (3 Feb 2019)38.74%
Worst 1-yr total return (3 Feb 2019)-5.02%
Best 3-yr total return38.74%
Worst 3-yr total return4.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGNHXCategory
YTD26.49%12.38%
1-month10.60%5.09%
3-month7.36%10.28%
1-year36.66%41.70%
3-year30.74%22.56%
5-year20.42%21.98%
10-year0.00%15.99%
Last bull market0.00%25.99%
Last bear market0.00%-17.29%

Annual total return (%) history

Year
LGNHXCategory
2021
N/AN/A
2020
38.01%35.86%
2019
38.74%31.90%
2018
-5.02%-2.09%
2017
31.14%27.67%
2016
1.83%3.23%
2015
7.06%3.60%
2014
4.98%10.00%
2013
36.05%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.73%7.91%N/AN/A
2020-18.33%30.73%13.00%14.38%
201922.30%5.06%-1.71%9.85%
20184.68%6.19%5.91%-19.33%
201710.92%5.03%4.63%7.58%
2016-3.03%-1.30%7.59%-1.10%
20156.18%1.20%-5.62%5.57%
2014-2.37%4.21%-0.21%3.39%
20137.78%1.06%11.06%12.47%
20124.60%0.76%N/AN/A

Rank in category (by total return)

YTD65
1-month80
3-month86
1-year22
3-year52
5-year34

Load adjusted returns

1-year44.67%
3-year22.34%
5-year23.22%
10-yearN/A