LGRAX Mutual Fund

LGRAX Mutual Fund

NAV$10.19
See how much of LGRAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+0.70%
6 Months
+1.09%
YTD
+2.52%
1 Year
+5.06%
3 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+1.14%
vs Peers
+1.38%

LGRAX Mutual Fund Performance

LGRAX performance across multiple time periods: 1-month 0.26%, YTD 2.52%, 1-year 5.06%, 3-year 5.77%.

LGRAX returns outperform the peer average of 1.14% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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