LGLVX Mutual Fund

NAV$61.30

Returns Overview

1 Month
+1.63%
3 Months
+23.86%
6 Months
+11.18%
YTD
+11.00%
1 Year
+19.23%
3 Years (annualized)
+26.97%
5 Years (annualized)
+14.08%
10 Years (annualized)
+25.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+8.97%
vs Peers
+2.03%

LGLVX Mutual Fund Performance

LGLVX performance across multiple time periods: 1-month 1.63%, YTD 11.00%, 1-year 19.23%, 3-year 26.97%, 5-year 14.08%, 10-year 25.11%.

LGLVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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