LSGNX Mutual Fund

LSGNX Mutual Fund

NAV$15.37
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Returns Overview

1 Month
-0.58%
3 Months
-0.90%
6 Months
-1.72%
YTD
-0.77%
1 Year
+1.61%
3 Years (annualized)
+2.89%
5 Years (annualized)
-2.24%
10 Years (annualized)
+0.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGNX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-0.77%
Peer Avg (YTD)
+0.25%
vs Peers
-1.02%

LSGNX Mutual Fund Performance

LSGNX performance across multiple time periods: 1-month -0.58%, YTD -0.77%, 1-year 1.61%, 3-year 2.89%, 5-year -2.24%, 10-year 0.56%.

LSGNX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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