LAGIX Mutual Fund

LAGIX Mutual Fund

NAV$22.05
See how much of LAGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.90%
3 Months
-0.64%
6 Months
+12.06%
YTD
+10.24%
1 Year
+12.58%
3 Years (annualized)
+14.70%
5 Years (annualized)
+7.16%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAGIX 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)
+10.24%
Peer Avg (YTD)
+6.10%
vs Peers
+4.14%

LAGIX Mutual Fund Performance

LAGIX performance across multiple time periods: 1-month -1.90%, YTD 10.24%, 1-year 12.58%, 3-year 14.70%, 5-year 7.16%, 10-year 10.24%.

LAGIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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