LAGVX Mutual Fund

NAV$2.38

Returns Overview

1 Month
-1.65%
3 Months
-2.06%
6 Months
-3.25%
YTD
-3.25%
1 Year
+2.32%
3 Years (annualized)
+4.89%
5 Years (annualized)
+0.15%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAGVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.25%
Peer Avg (YTD)
+3.23%
vs Peers
-6.48%

LAGVX Mutual Fund Performance

LAGVX performance across multiple time periods: 1-month -1.65%, YTD -3.25%, 1-year 2.32%, 3-year 4.89%, 5-year 0.15%, 10-year 2.68%.

LAGVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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