LGRUX Mutual Fund

LGRUX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+0.45%
3 Months
+1.20%
6 Months
+1.95%
YTD
+1.85%
1 Year
+3.26%
3 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRUX 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
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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)
+1.85%
Peer Avg (YTD)
+1.02%
vs Peers
+0.83%

LGRUX Mutual Fund Performance

LGRUX performance across multiple time periods: 1-month 0.45%, YTD 1.85%, 1-year 3.26%, 3-year 5.94%.

LGRUX returns outperform the peer average of 1.02% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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