LGASX Mutual Fund

LGASX Mutual Fund

NAV$73.97
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Returns Overview

1 Month
-1.31%
3 Months
+4.08%
6 Months
+11.32%
YTD
+14.47%
1 Year
+24.80%
3 Years (annualized)
+9.60%
5 Years (annualized)
+4.59%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGASX 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 Index(^RUT)
This Mutual Fund (YTD)
+14.47%
Peer Avg (YTD)
+15.31%
vs Peers
-0.85%

LGASX Mutual Fund Performance

LGASX performance across multiple time periods: 1-month -1.31%, YTD 14.47%, 1-year 24.80%, 3-year 9.60%, 5-year 4.59%, 10-year 8.29%.

LGASX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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