LGVAX Mutual Fund

LGVAX Mutual Fund

NAV$109.26
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Returns Overview

1 Month
+2.04%
3 Months
+3.81%
6 Months
+8.51%
YTD
+13.94%
1 Year
+23.87%
3 Years (annualized)
+14.48%
5 Years (annualized)
+11.41%
10 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.94%
Peer Avg (YTD)
+11.41%
vs Peers
+2.53%

LGVAX Mutual Fund Performance

LGVAX performance across multiple time periods: 1-month 2.04%, YTD 13.94%, 1-year 23.87%, 3-year 14.48%, 5-year 11.41%, 10-year 12.94%.

LGVAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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