LGMAX Mutual Fund

NAV$27.16

Returns Overview

1 Month
+0.49%
3 Months
+2.72%
6 Months
+7.01%
YTD
+5.80%
1 Year
+17.07%
3 Years
+13.52%
5 Years
+5.39%
10 Years
+8.96%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LGMAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+5.10%
vs Peers
+0.70%

LGMAX Mutual Fund Performance

LGMAX performance across multiple time periods: 1-month 0.49%, YTD 5.80%, 1-year 17.07%, 3-year 13.52%, 5-year 5.39%, 10-year 8.96%.

LGMAX returns outperform the peer average of 5.10% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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