LGRYX Mutual Fund

LGRYX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+0.38%
3 Months
+0.83%
6 Months
+1.25%
YTD
+1.35%
1 Year
+2.93%
3 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRYX 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)
+1.35%
Peer Avg (YTD)
+1.14%
vs Peers
+0.21%

LGRYX Mutual Fund Performance

LGRYX performance across multiple time periods: 1-month 0.38%, YTD 1.35%, 1-year 2.93%, 3-year 5.98%.

LGRYX returns outperform the peer average of 1.14% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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