LGLVX Mutual Fund

LGLVX Mutual Fund

NAV$64.43
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Returns Overview

1 Month
+2.34%
3 Months
-3.75%
6 Months
+11.86%
YTD
+5.14%
1 Year
+6.72%
3 Years (annualized)
+23.75%
5 Years (annualized)
+7.61%
10 Years (annualized)
+17.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLVX 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)
+5.14%
Peer Avg (YTD)
+8.51%
vs Peers
-3.37%

LGLVX Mutual Fund Performance

LGLVX performance across multiple time periods: 1-month 2.34%, YTD 5.14%, 1-year 6.72%, 3-year 23.75%, 5-year 7.61%, 10-year 17.38%.

LGLVX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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