LGLRX Mutual Fund

LGLRX Mutual Fund

NAV$53.99
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Returns Overview

1 Month
-7.51%
3 Months
+0.48%
6 Months
+4.36%
YTD
+2.39%
1 Year
+5.87%
3 Years (annualized)
+21.53%
5 Years (annualized)
+7.24%
10 Years (annualized)
+16.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLRX 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)
+2.39%
Peer Avg (YTD)
+6.23%
vs Peers
-3.84%

LGLRX Mutual Fund Performance

LGLRX performance across multiple time periods: 1-month -7.51%, YTD 2.39%, 1-year 5.87%, 3-year 21.53%, 5-year 7.24%, 10-year 16.38%.

LGLRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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