LGLCX Mutual Fund

NAV$48.06

Returns Overview

1 Month
+1.54%
3 Months
+23.53%
6 Months
+10.59%
YTD
+10.44%
1 Year
+17.96%
3 Years (annualized)
+25.64%
5 Years (annualized)
+9.15%
10 Years (annualized)
+17.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+8.97%
vs Peers
+1.47%

LGLCX Mutual Fund Performance

LGLCX performance across multiple time periods: 1-month 1.54%, YTD 10.44%, 1-year 17.96%, 3-year 25.64%, 5-year 9.15%, 10-year 17.28%.

LGLCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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