LGASX Mutual Fund

NAV$75.67

Returns Overview

1 Month
+5.54%
3 Months
+15.86%
6 Months
+16.99%
YTD
+15.99%
1 Year
+30.81%
3 Years (annualized)
+11.50%
5 Years (annualized)
+5.94%
10 Years (annualized)
+11.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+18.52%
vs Peers
-2.54%

LGASX Mutual Fund Performance

LGASX performance across multiple time periods: 1-month 5.54%, YTD 15.99%, 1-year 30.81%, 3-year 11.50%, 5-year 5.94%, 10-year 11.24%.

LGASX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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