LSGBX Mutual Fund

LSGBX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
+1.54%
3 Months
-1.04%
6 Months
-1.94%
YTD
-1.87%
1 Year
-1.51%
3 Years (annualized)
+4.62%
5 Years (annualized)
-2.00%
10 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSGBX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
-0.75%
vs Peers
-1.13%

LSGBX Mutual Fund Performance

LSGBX performance across multiple time periods: 1-month 1.54%, YTD -1.87%, 1-year -1.51%, 3-year 4.62%, 5-year -2.00%, 10-year 0.60%.

LSGBX returns trail the peer average of -0.75% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

LSGBX vs another fund shows side-by-side returns. LSGBX alternatives are available in the Mutual Fund Screener.