LGLRX Mutual Fund

LGLRX Mutual Fund

NAV$55.79
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Returns Overview

1 Month
+3.52%
3 Months
-2.05%
6 Months
+21.14%
YTD
+8.43%
1 Year
+4.81%
3 Years (annualized)
+23.04%
5 Years (annualized)
+7.00%
10 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+8.68%
vs Peers
-0.25%

LGLRX Mutual Fund Performance

LGLRX performance across multiple time periods: 1-month 3.52%, YTD 8.43%, 1-year 4.81%, 3-year 23.04%, 5-year 7.00%, 10-year 16.72%.

LGLRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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