LEGHX Mutual Fund

LEGHX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+7.71%
3 Months
+4.10%
6 Months
+7.06%
YTD
+5.97%
1 Year
+18.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGHX 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
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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)
+5.97%
Peer Avg (YTD)
+20.35%
vs Peers
-14.38%

LEGHX Mutual Fund Performance

LEGHX performance across multiple time periods: 1-month 7.71%, YTD 5.97%, 1-year 18.23%.

LEGHX returns trail the peer average of 20.35% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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