LGRUX Mutual Fund

NAV$10.19

Returns Overview

1 Month
-0.10%
3 Months
-0.10%
6 Months
-0.59%
YTD
-0.49%
1 Year
+3.13%
3 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGRUX 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)
-0.49%
Peer Avg (YTD)
+1.80%
vs Peers
-2.29%

LGRUX Mutual Fund Performance

LGRUX performance across multiple time periods: 1-month -0.10%, YTD -0.49%, 1-year 3.13%, 3-year 6.30%.

LGRUX returns trail the peer average of 1.80% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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