LEGEX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+8.13%
3 Months
+4.30%
6 Months
+7.10%
YTD
+5.82%
1 Year
+17.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGEX 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

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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+20.35%
vs Peers
-14.53%

LEGEX Mutual Fund Performance

LEGEX performance across multiple time periods: 1-month 8.13%, YTD 5.82%, 1-year 17.98%.

LEGEX returns trail the peer average of 20.35% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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