LGFEX Mutual Fund

LGFEX Mutual Fund

NAV$23.04
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Returns Overview

1 Month
-3.21%
3 Months
+0.35%
6 Months
+9.07%
YTD
+8.82%
1 Year
+14.66%
3 Years (annualized)
+18.95%
5 Years (annualized)
+10.58%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGFEX 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
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📉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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+9.29%
vs Peers
-0.47%

LGFEX Mutual Fund Performance

LGFEX performance across multiple time periods: 1-month -3.21%, YTD 8.82%, 1-year 14.66%, 3-year 18.95%, 5-year 10.58%, 10-year 9.27%.

LGFEX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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