LGRFX Mutual Fund

LGRFX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+0.37%
3 Months
+0.81%
6 Months
+1.22%
YTD
+1.22%
1 Year
+2.88%
3 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRFX 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)
+1.22%
Peer Avg (YTD)
+1.14%
vs Peers
+0.08%

LGRFX Mutual Fund Performance

LGRFX performance across multiple time periods: 1-month 0.37%, YTD 1.22%, 1-year 2.88%, 3-year 5.97%.

LGRFX returns outperform the peer average of 1.14% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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