LGOAX Mutual Fund

LGOAX Mutual Fund

NAV$55.95
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Returns Overview

1 Month
+2.15%
3 Months
+5.98%
6 Months
+9.73%
YTD
+10.91%
1 Year
+29.67%
3 Years (annualized)
+23.08%
5 Years (annualized)
+6.37%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOAX 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)
+10.91%
Peer Avg (YTD)
+9.54%
vs Peers
+1.37%

LGOAX Mutual Fund Performance

LGOAX performance across multiple time periods: 1-month 2.15%, YTD 10.91%, 1-year 29.67%, 3-year 23.08%, 5-year 6.37%, 10-year 14.04%.

LGOAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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