LAGVX Mutual Fund

LAGVX Mutual Fund

NAV$2.38
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Returns Overview

1 Month
-1.22%
3 Months
-1.20%
6 Months
-1.56%
YTD
-1.56%
1 Year
+3.26%
3 Years (annualized)
+4.18%
5 Years (annualized)
+0.26%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAGVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.56%
Peer Avg (YTD)
+0.12%
vs Peers
-1.68%

LAGVX Mutual Fund Performance

LAGVX performance across multiple time periods: 1-month -1.22%, YTD -1.56%, 1-year 3.26%, 3-year 4.18%, 5-year 0.26%, 10-year 2.38%.

LAGVX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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