LAGVX Mutual Fund

LAGVX Mutual Fund

NAV$2.29
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Returns Overview

1 Month
+0.45%
3 Months
-0.76%
6 Months
-2.30%
YTD
-1.11%
1 Year
+2.42%
3 Years (annualized)
+4.63%
5 Years (annualized)
-0.24%
10 Years (annualized)
+2.36%

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)
-1.11%
Peer Avg (YTD)
+2.15%
vs Peers
-3.26%

LAGVX Mutual Fund Performance

LAGVX performance across multiple time periods: 1-month 0.45%, YTD -1.11%, 1-year 2.42%, 3-year 4.63%, 5-year -0.24%, 10-year 2.36%.

LAGVX returns trail the peer average of 2.15% 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.