LAGIX Mutual Fund

LAGIX Mutual Fund

NAV$22.22
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Returns Overview

1 Month
-0.82%
3 Months
+3.78%
6 Months
+8.07%
YTD
+10.04%
1 Year
+17.65%
3 Years (annualized)
+13.00%
5 Years (annualized)
+7.23%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAGIX 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
PROUpgrade to run

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)
+10.04%
Peer Avg (YTD)
+6.57%
vs Peers
+3.47%

LAGIX Mutual Fund Performance

LAGIX performance across multiple time periods: 1-month -0.82%, YTD 10.04%, 1-year 17.65%, 3-year 13.00%, 5-year 7.23%, 10-year 10.00%.

LAGIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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