LGMAX Mutual Fund

LGMAX Mutual Fund

NAV$26.80
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Returns Overview

1 Month
-4.16%
3 Months
-2.50%
6 Months
+6.39%
YTD
+4.54%
1 Year
+7.48%
3 Years (annualized)
+14.07%
5 Years (annualized)
+5.58%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGMAX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+4.96%
vs Peers
-0.43%

LGMAX Mutual Fund Performance

LGMAX performance across multiple time periods: 1-month -4.16%, YTD 4.54%, 1-year 7.48%, 3-year 14.07%, 5-year 5.58%, 10-year 9.38%.

LGMAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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