LGFEX Mutual Fund

NAV$24.12
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.54%
3 Months
+8.70%
6 Months
+9.63%
YTD
+8.44%
1 Year
+19.54%
3 Years (annualized)
+17.53%
5 Years (annualized)
+10.26%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGFEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+9.13%
vs Peers
-0.69%

LGFEX Mutual Fund Performance

LGFEX performance across multiple time periods: 1-month 1.54%, YTD 8.44%, 1-year 19.54%, 3-year 17.53%, 5-year 10.26%, 10-year 9.49%.

LGFEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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