LSAGX Mutual Fund

LSAGX Mutual Fund

NAV$23.03
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Returns Overview

1 Month
-0.59%
3 Months
-3.29%
6 Months
-6.33%
YTD
-8.20%
1 Year
-4.78%
3 Years (annualized)
+10.47%
5 Years (annualized)
+5.04%
10 Years (annualized)
+11.27%

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
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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 Index (Net)
This Mutual Fund (YTD)
-8.20%
Peer Avg (YTD)
+6.23%
vs Peers
-14.43%

LSAGX Mutual Fund Performance

LSAGX performance across multiple time periods: 1-month -0.59%, YTD -8.20%, 1-year -4.78%, 3-year 10.47%, 5-year 5.04%, 10-year 11.27%.

LSAGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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