LOAGX Mutual Fund

LOAGX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
-9.89%
3 Months
+0.75%
6 Months
+9.00%
YTD
+17.48%
1 Year
+26.84%
3 Years (annualized)
+17.32%
5 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOAGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+17.48%
Peer Avg (YTD)
+6.23%
vs Peers
+11.25%

LOAGX Mutual Fund Performance

LOAGX performance across multiple time periods: 1-month -9.89%, YTD 17.48%, 1-year 26.84%, 3-year 17.32%, 5-year 6.50%.

LOAGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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