LGLOX Mutual Fund

NAV$62.23

Returns Overview

1 Month
+1.64%
3 Months
+23.88%
6 Months
+11.18%
YTD
+11.02%
1 Year
+19.25%
3 Years (annualized)
+26.98%
5 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLOX 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)
+11.02%
Peer Avg (YTD)
+8.97%
vs Peers
+2.05%

LGLOX Mutual Fund Performance

LGLOX performance across multiple time periods: 1-month 1.64%, YTD 11.02%, 1-year 19.25%, 3-year 26.98%, 5-year 14.09%.

LGLOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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