LEGIX Mutual Fund

NAV$18.74

Returns Overview

3 Months
+13.43%
6 Months
+11.58%
YTD
+10.84%
1 Year
+22.71%
3 Years (annualized)
+18.22%
5 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+7.64%
vs Peers
+3.20%

LEGIX Mutual Fund Performance

LEGIX performance across multiple time periods: YTD 10.84%, 1-year 22.71%, 3-year 18.22%, 5-year 10.03%.

LEGIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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