LGLOX Mutual Fund

LGLOX Mutual Fund

NAV$60.46
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Returns Overview

1 Month
-7.48%
3 Months
+0.60%
6 Months
+4.63%
YTD
+2.72%
1 Year
+6.46%
3 Years (annualized)
+22.22%
5 Years (annualized)
+7.86%
10 Years (annualized)
+17.06%

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
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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)
+2.72%
Peer Avg (YTD)
+6.23%
vs Peers
-3.52%

LGLOX Mutual Fund Performance

LGLOX performance across multiple time periods: 1-month -7.48%, YTD 2.72%, 1-year 6.46%, 3-year 22.22%, 5-year 7.86%, 10-year 17.06%.

LGLOX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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