LGVAX Mutual Fund

LGVAX Mutual Fund

NAV$107.73
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Returns Overview

1 Month
-3.86%
3 Months
-0.19%
6 Months
+10.16%
YTD
+10.31%
1 Year
+14.91%
3 Years (annualized)
+16.35%
5 Years (annualized)
+11.30%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+10.00%
vs Peers
+0.32%

LGVAX Mutual Fund Performance

LGVAX performance across multiple time periods: 1-month -3.86%, YTD 10.31%, 1-year 14.91%, 3-year 16.35%, 5-year 11.30%, 10-year 12.14%.

LGVAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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