LGLCX Mutual Fund

LGLCX Mutual Fund

NAV$49.11
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Returns Overview

1 Month
+2.25%
3 Months
-4.02%
6 Months
+11.24%
YTD
+4.39%
1 Year
+5.57%
3 Years (annualized)
+22.43%
5 Years (annualized)
+6.46%
10 Years (annualized)
+16.13%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+8.51%
vs Peers
-4.12%

LGLCX Mutual Fund Performance

LGLCX performance across multiple time periods: 1-month 2.25%, YTD 4.39%, 1-year 5.57%, 3-year 22.43%, 5-year 6.46%, 10-year 16.13%.

LGLCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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