LAGWX Mutual Fund

LAGWX Mutual Fund

NAV$29.01
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Returns Overview

1 Month
-14.11%
3 Months
+1.50%
6 Months
+14.36%
YTD
+18.73%
1 Year
+34.29%
3 Years (annualized)
+16.60%
5 Years (annualized)
+1.72%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAGWX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.73%
Peer Avg (YTD)
+15.31%
vs Peers
+3.42%

LAGWX Mutual Fund Performance

LAGWX performance across multiple time periods: 1-month -14.11%, YTD 18.73%, 1-year 34.29%, 3-year 16.60%, 5-year 1.72%, 10-year 13.06%.

LAGWX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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