LAGIX Mutual Fund

NAV$22.13

Returns Overview

1 Month
+1.11%
3 Months
+12.78%
6 Months
+11.63%
YTD
+10.95%
1 Year
+20.30%
3 Years (annualized)
+14.54%
5 Years (annualized)
+7.53%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAGIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+6.73%
vs Peers
+4.23%

LAGIX Mutual Fund Performance

LAGIX performance across multiple time periods: 1-month 1.11%, YTD 10.95%, 1-year 20.30%, 3-year 14.54%, 5-year 7.53%, 10-year 10.56%.

LAGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

LAGIX performance comparison shows side-by-side returns with another fund. LAGIX alternatives are available in the Mutual Fund Screener.