LGRAX Mutual Fund

NAV$10.18

Returns Overview

1 Month
-0.20%
3 Months
-0.20%
6 Months
-0.68%
YTD
-0.59%
1 Year
+2.95%
3 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+1.80%
vs Peers
-2.39%

LGRAX Mutual Fund Performance

LGRAX performance across multiple time periods: 1-month -0.20%, YTD -0.59%, 1-year 2.95%, 3-year 6.07%.

LGRAX returns trail the peer average of 1.80% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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