LGLUX Mutual Fund

LGLUX Mutual Fund

NAV$61.88
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Returns Overview

1 Month
+3.56%
3 Months
-1.93%
6 Months
+21.45%
YTD
+8.83%
1 Year
+5.32%
3 Years (annualized)
+23.67%
5 Years (annualized)
+7.53%
10 Years (annualized)
+17.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+8.68%
vs Peers
+0.15%

LGLUX Mutual Fund Performance

LGLUX performance across multiple time periods: 1-month 3.56%, YTD 8.83%, 1-year 5.32%, 3-year 23.67%, 5-year 7.53%, 10-year 17.31%.

LGLUX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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