LGWAX Mutual Fund

LGWAX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
-0.82%
3 Months
+3.19%
6 Months
+6.83%
YTD
+8.68%
1 Year
+16.14%
3 Years (annualized)
+13.02%
5 Years (annualized)
+7.22%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGWAX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+6.57%
vs Peers
+2.11%

LGWAX Mutual Fund Performance

LGWAX performance across multiple time periods: 1-month -0.82%, YTD 8.68%, 1-year 16.14%, 3-year 13.02%, 5-year 7.22%, 10-year 9.15%.

LGWAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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