LGLQX Mutual Fund

LGLQX Mutual Fund

NAV$52.89
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Returns Overview

1 Month
-7.52%
3 Months
+0.42%
6 Months
+4.29%
YTD
+2.30%
1 Year
+5.75%
3 Years (annualized)
+21.43%
5 Years (annualized)
+7.14%
10 Years (annualized)
+16.29%

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)
+2.30%
Peer Avg (YTD)
+6.23%
vs Peers
-3.93%

LGLQX Mutual Fund Performance

LGLQX performance across multiple time periods: 1-month -7.52%, YTD 2.30%, 1-year 5.75%, 3-year 21.43%, 5-year 7.14%, 10-year 16.29%.

LGLQX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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