LGMAX Mutual Fund

LGMAX Mutual Fund

NAV$27.84
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Returns Overview

1 Month
-0.04%
3 Months
+1.80%
6 Months
+4.14%
YTD
+7.18%
1 Year
+14.47%
3 Years (annualized)
+12.58%
5 Years (annualized)
+4.88%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGMAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+5.54%
vs Peers
+1.64%

LGMAX Mutual Fund Performance

LGMAX performance across multiple time periods: 1-month -0.04%, YTD 7.18%, 1-year 14.47%, 3-year 12.58%, 5-year 4.88%, 10-year 8.83%.

LGMAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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