LGLUX Mutual Fund

LGLUX Mutual Fund

NAV$61.15
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Returns Overview

1 Month
+1.63%
3 Months
+23.84%
6 Months
+11.13%
YTD
+10.97%
1 Year
+19.15%
3 Years (annualized)
+26.89%
5 Years (annualized)
+10.25%
10 Years (annualized)
+18.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLUX 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)
+10.97%
Peer Avg (YTD)
+8.97%
vs Peers
+2.00%

LGLUX Mutual Fund Performance

LGLUX performance across multiple time periods: 1-month 1.63%, YTD 10.97%, 1-year 19.15%, 3-year 26.89%, 5-year 10.25%, 10-year 18.46%.

LGLUX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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