LRAGX Mutual Fund

NAV$19.94

Returns Overview

1 Month
-10.30%
3 Months
+0.20%
6 Months
+8.25%
YTD
+14.53%
1 Year
+37.73%
3 Years (annualized)
+21.24%
5 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRAGX 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)
+14.53%
Peer Avg (YTD)
+8.97%
vs Peers
+5.56%

LRAGX Mutual Fund Performance

LRAGX performance across multiple time periods: 1-month -10.30%, YTD 14.53%, 1-year 37.73%, 3-year 21.24%, 5-year 8.26%.

LRAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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