LGLVX Mutual Fund

LGLVX Mutual Fund

NAV$60.46
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Returns Overview

1 Month
-7.45%
3 Months
+0.63%
6 Months
+4.67%
YTD
+2.73%
1 Year
+6.48%
3 Years (annualized)
+22.23%
5 Years (annualized)
+7.86%
10 Years (annualized)
+17.07%

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)
+2.73%
Peer Avg (YTD)
+6.23%
vs Peers
-3.50%

LGLVX Mutual Fund Performance

LGLVX performance across multiple time periods: 1-month -7.45%, YTD 2.73%, 1-year 6.48%, 3-year 22.23%, 5-year 7.86%, 10-year 17.07%.

LGLVX returns trail the peer average of 6.23% 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.