LGRAX Mutual Fund

LGRAX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
-0.10%
3 Months
+0.56%
6 Months
+1.27%
YTD
+1.76%
1 Year
+2.24%
3 Years (annualized)
+4.42%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+0.41%
vs Peers
+1.35%

LGRAX Mutual Fund Performance

LGRAX performance across multiple time periods: 1-month -0.10%, YTD 1.76%, 1-year 2.24%, 3-year 4.42%.

LGRAX returns outperform the peer average of 0.41% 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.