LGLAX Mutual Fund

NAV$58.24
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Returns Overview

1 Month
+1.60%
3 Months
+23.76%
6 Months
+11.01%
YTD
+10.82%
1 Year
+21.29%
3 Years (annualized)
+27.43%
5 Years (annualized)
+14.32%
10 Years (annualized)
+25.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLAX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+8.97%
vs Peers
+1.85%

LGLAX Mutual Fund Performance

LGLAX performance across multiple time periods: 1-month 1.60%, YTD 10.82%, 1-year 21.29%, 3-year 27.43%, 5-year 14.32%, 10-year 25.16%.

LGLAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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