LEGIX Mutual Fund

LEGIX Mutual Fund

NAV$11.93
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Returns Overview

1 Month
+2.45%
3 Months
+2.06%
6 Months
+8.68%
YTD
+13.12%
1 Year
+20.96%
3 Years (annualized)
+18.81%
5 Years (annualized)
+9.75%

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
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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
MSCI USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+8.76%
vs Peers
+4.37%

LEGIX Mutual Fund Performance

LEGIX performance across multiple time periods: 1-month 2.45%, YTD 13.12%, 1-year 20.96%, 3-year 18.81%, 5-year 9.75%.

LEGIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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