LEGAX Mutual Fund

LEGAX Mutual Fund

NAV$76.29
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Returns Overview

1 Month
-5.31%
3 Months
+0.62%
6 Months
+1.98%
YTD
+4.11%
1 Year
+1.63%
3 Years (annualized)
+22.18%
5 Years (annualized)
+9.46%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGAX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+5.23%
vs Peers
-1.12%

LEGAX Mutual Fund Performance

LEGAX performance across multiple time periods: 1-month -5.31%, YTD 4.11%, 1-year 1.63%, 3-year 22.18%, 5-year 9.46%, 10-year 16.23%.

LEGAX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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