Logan Capital Broad Innovative Growth ETF (LCLG) Performance
LCLG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.6% since Dec 31, 2025
- 1 year
- +6.2% total return
- 3 years
- +25.8% a year
- Since first price
- +18.7% a year since 2022
LCLG trailing returns vs SPY, QQQ, AGG
| Period | LCLG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −5.1% | −5.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.3% | −6.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.3% | −0.3% | +7.8% | +8.4% | −1.5% |
| YTD | +6.6% | +6.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +6.2% | +6.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +99.1%+25.8%/yr | +97.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionAug 8, 2022 | +106.0%+18.7%/yr | +99.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: LCLG vs SPY
From Aug 8, 2022: LCLG grew to $20,599, SPY to $19,461.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LCLG returns by calendar year
3 of 3 full years positive. Best 2023 (+35.4%), worst 2025 (+18.1%). 2026 is year to date.
LCLG annual returns table
| Year | LCLG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.6% | −13.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.1% | −25.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +32.0% | −9.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +35.4% | −12.8% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
LCLG largest drawdowns
Now 11.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 14, 2025 | −25.8% | Apr 8, 2025 | Jul 10, 2025 | 53 days | 5 months |
| Aug 16, 2022 | −20.0% | Oct 14, 2022 | Feb 2, 2023 | 59 days | 6 months |
| Jan 13, 2026 | −13.7% | Mar 30, 2026 | Apr 15, 2026 | 2 months | 3 months |
| Jul 31, 2023 | −12.8% | Oct 26, 2023 | Dec 1, 2023 | 3 months | 4 months |
| Jun 30, 2026 | −11.9% | Oct 23, 2026 | not yet | 4 months | 4 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LCLG risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +27.0% | +22.7% |
| Volatility (annualized) | 18.7% | 19.3% |
| Sharpe ratio | 1.15 | 0.94 |
| Sortino ratio | 2.24 | 1.68 |
| Best month | +12.4% | +12.4% |
| Worst month | −8.8% | −10.1% |
| Best 12 months | +45.8% | +45.8% |
| Worst 12 months | +3.5% | +3.5% |
| Positive months | 67% | 63% |
| Beta vs S&P 500 | 1.36 | — |
| Correlation with S&P 500 | 0.91 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
LCLG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 39 | +3.5% | +25.1% | +45.8% | 100% |
| 3-year (a year) | 15 | +22.4% | +26.5% | +31.9% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
LCLG performance overview
Logan Capital Broad Innovative Growth ETF (LCLG) returned +6.2% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +18.7% a year, turning $10,000 into about $20,599. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.8%, from Feb 14, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. LCLG finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+35.4%) and the worst 2025 (+18.1%). Volatility has been 19.3% a year.
Related: LCLG chart, LCLG holdings, LCLG valuation. See the LCLG overview for the latest quote and fund facts.
LCLG performance FAQ
What is the LCLG return over the past year?
LCLG returned +6.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.2%.
How much would $10,000 invested in LCLG be worth?
$10,000 invested in LCLG at its first recorded close on August 8, 2022 would be worth about $20,599 on October 23, 2026 with distributions reinvested.
What was the worst year for LCLG?
The worst calendar year was 2025, with a total return of +18.1%. The best was 2023 at +35.4%.
What is the biggest drawdown of LCLG?
The largest peak-to-trough decline was −25.8% between February 14, 2025 and April 8, 2025. It recovered to the old high on July 10, 2025, 3 months after the bottom.
How volatile is LCLG?
Over the past 3 years LCLG had an annualized volatility of 18.7% and a Sharpe ratio of 1.15 (excess return over 1–3 month T-bills per unit of risk).