LGLSX Mutual Fund

LGLSX Mutual Fund

NAV$56.60
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Returns Overview

1 Month
-7.50%
3 Months
+0.53%
6 Months
+4.48%
YTD
+2.52%
1 Year
+6.13%
3 Years (annualized)
+21.84%
5 Years (annualized)
+7.52%
10 Years (annualized)
+16.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLSX 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)
+2.52%
Peer Avg (YTD)
+6.23%
vs Peers
-3.71%

LGLSX Mutual Fund Performance

LGLSX performance across multiple time periods: 1-month -7.50%, YTD 2.52%, 1-year 6.13%, 3-year 21.84%, 5-year 7.52%, 10-year 16.70%.

LGLSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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