LSGBX Mutual Fund

LSGBX Mutual Fund

NAV$15.02
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Returns Overview

1 Month
-2.86%
3 Months
-3.11%
6 Months
-2.09%
YTD
-3.36%
1 Year
-3.38%
3 Years (annualized)
+3.46%
5 Years (annualized)
-2.16%
10 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGBX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-3.36%
Peer Avg (YTD)
-1.59%
vs Peers
-1.77%

LSGBX Mutual Fund Performance

LSGBX performance across multiple time periods: 1-month -2.86%, YTD -3.36%, 1-year -3.38%, 3-year 3.46%, 5-year -2.16%, 10-year 0.57%.

LSGBX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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