LGLQX Mutual Fund

LGLQX Mutual Fund

NAV$55.35
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Returns Overview

1 Month
+1.58%
3 Months
+23.64%
6 Months
+10.80%
YTD
+10.62%
1 Year
+18.44%
3 Years (annualized)
+26.13%
5 Years (annualized)
+13.56%
10 Years (annualized)
+24.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLQX 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)
+10.62%
Peer Avg (YTD)
+8.97%
vs Peers
+1.65%

LGLQX Mutual Fund Performance

LGLQX performance across multiple time periods: 1-month 1.58%, YTD 10.62%, 1-year 18.44%, 3-year 26.13%, 5-year 13.56%, 10-year 24.59%.

LGLQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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