LGOAX Mutual Fund

LGOAX Mutual Fund

NAV$56.94
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Returns Overview

1 Month
+1.12%
3 Months
+17.12%
6 Months
+10.07%
YTD
+8.58%
1 Year
+33.98%
3 Years (annualized)
+25.33%
5 Years (annualized)
+4.62%
10 Years (annualized)
+14.87%

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)
+8.58%
Peer Avg (YTD)
+10.82%
vs Peers
-2.24%

LGOAX Mutual Fund Performance

LGOAX performance across multiple time periods: 1-month 1.12%, YTD 8.58%, 1-year 33.98%, 3-year 25.33%, 5-year 4.62%, 10-year 14.87%.

LGOAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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