LGBOX Mutual Fund

LGBOX Mutual Fund

NAV$8.01
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Returns Overview

3 Months
-0.74%
6 Months
-2.57%
YTD
-1.74%
1 Year
+2.32%
3 Years (annualized)
-5.27%
5 Years (annualized)
-2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGBOX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.74%
Peer Avg (YTD)
+0.63%
vs Peers
-2.37%

LGBOX Mutual Fund Performance

LGBOX performance across multiple time periods: YTD -1.74%, 1-year 2.32%, 3-year -5.27%, 5-year -2.26%.

LGBOX returns trail the peer average of 0.63% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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