LEGFX Mutual Fund

LEGFX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+8.28%
3 Months
+4.67%
6 Months
+7.72%
YTD
+6.89%
1 Year
+19.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGFX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+20.35%
vs Peers
-13.46%

LEGFX Mutual Fund Performance

LEGFX performance across multiple time periods: 1-month 8.28%, YTD 6.89%, 1-year 19.22%.

LEGFX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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