LGLFX Mutual Fund

LGLFX Mutual Fund

NAV$52.73
See how much of LGLFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.23%
3 Months
-4.86%
6 Months
-4.30%
YTD
-2.31%
1 Year
-8.25%
3 Years (annualized)
+24.96%
5 Years (annualized)
+4.91%
10 Years (annualized)
+16.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.31%
Peer Avg (YTD)
+5.23%
vs Peers
-7.54%

LGLFX Mutual Fund Performance

LGLFX performance across multiple time periods: 1-month -10.23%, YTD -2.31%, 1-year -8.25%, 3-year 24.96%, 5-year 4.91%, 10-year 16.60%.

LGLFX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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