LGMNX Mutual Fund

NAV$27.21

Returns Overview

1 Month
-0.95%
3 Months
+0.85%
6 Months
+1.45%
YTD
+5.75%
1 Year
+15.12%
3 Years (annualized)
+12.86%
5 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGMNX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.87%
vs Peers
-0.11%

LGMNX Mutual Fund Performance

LGMNX performance across multiple time periods: 1-month -0.95%, YTD 5.75%, 1-year 15.12%, 3-year 12.86%, 5-year 7.48%.

LGMNX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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