LGOAX Mutual Fund

LGOAX Mutual Fund

NAV$55.63
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Returns Overview

1 Month
+3.88%
3 Months
+7.31%
6 Months
+17.42%
YTD
+16.81%
1 Year
+25.30%
3 Years (annualized)
+28.14%
5 Years (annualized)
+5.38%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGOAX 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)
+16.81%
Peer Avg (YTD)
+9.89%
vs Peers
+6.92%

LGOAX Mutual Fund Performance

LGOAX performance across multiple time periods: 1-month 3.88%, YTD 16.81%, 1-year 25.30%, 3-year 28.14%, 5-year 5.38%, 10-year 12.17%.

LGOAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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