LSAGX Mutual Fund

NAV$22.83

Returns Overview

1 Month
-6.53%
3 Months
+6.32%
6 Months
-7.66%
YTD
-7.66%
1 Year
-3.77%
3 Years (annualized)
+12.33%
5 Years (annualized)
+4.98%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSAGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
-7.66%
Peer Avg (YTD)
+8.97%
vs Peers
-16.63%

LSAGX Mutual Fund Performance

LSAGX performance across multiple time periods: 1-month -6.53%, YTD -7.66%, 1-year -3.77%, 3-year 12.33%, 5-year 4.98%, 10-year 11.94%.

LSAGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

LSAGX performance comparison shows side-by-side returns with another fund. LSAGX alternatives are available in the Mutual Fund Screener.