LGVAX Mutual Fund

NAV$107.39

Returns Overview

1 Month
+2.43%
3 Months
+4.31%
6 Months
+8.06%
YTD
+12.78%
1 Year
+19.83%
3 Years (annualized)
+15.87%
5 Years (annualized)
+11.99%
10 Years (annualized)
+13.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+9.49%
vs Peers
+3.29%

LGVAX Mutual Fund Performance

LGVAX performance across multiple time periods: 1-month 2.43%, YTD 12.78%, 1-year 19.83%, 3-year 15.87%, 5-year 11.99%, 10-year 13.31%.

LGVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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