LOAGX Mutual Fund

NAV$20.23

Returns Overview

1 Month
-7.12%
3 Months
+1.30%
6 Months
+8.36%
YTD
+15.40%
1 Year
+38.42%
3 Years (annualized)
+21.91%
5 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOAGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+8.97%
vs Peers
+6.43%

LOAGX Mutual Fund Performance

LOAGX performance across multiple time periods: 1-month -7.12%, YTD 15.40%, 1-year 38.42%, 3-year 21.91%, 5-year 8.87%.

LOAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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