LNGVX Mutual Fund

NAV$13.47

Returns Overview

1 Month
+0.39%
3 Months
+7.54%
6 Months
+9.34%
YTD
+8.69%
1 Year
+18.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNGVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+5.87%
vs Peers
+2.83%

LNGVX Mutual Fund Performance

LNGVX performance across multiple time periods: 1-month 0.39%, YTD 8.69%, 1-year 18.32%.

LNGVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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