LGOAX Mutual Fund

NAV$48.31

Returns Overview

1 Month
+2.47%
3 Months
+5.97%
6 Months
+18.18%
YTD
+1.08%
1 Year
+24.54%
3 Years
+23.85%
5 Years
+5.57%
10 Years
+13.87%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LGOAX 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
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📉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

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)
+1.08%
Peer Avg (YTD)
+1.79%
vs Peers
-0.72%

LGOAX Mutual Fund Performance

LGOAX performance across multiple time periods: 1-month 2.47%, YTD 1.08%, 1-year 24.54%, 3-year 23.85%, 5-year 5.57%, 10-year 13.87%.

LGOAX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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