LEGAX Mutual Fund

LEGAX Mutual Fund

NAV$83.32
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Returns Overview

1 Month
+2.31%
3 Months
+3.01%
6 Months
+21.31%
YTD
+9.95%
1 Year
+12.01%
3 Years (annualized)
+20.91%
5 Years (annualized)
+10.29%
10 Years (annualized)
+16.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+8.68%
vs Peers
+1.27%

LEGAX Mutual Fund Performance

LEGAX performance across multiple time periods: 1-month 2.31%, YTD 9.95%, 1-year 12.01%, 3-year 20.91%, 5-year 10.29%, 10-year 16.38%.

LEGAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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