LGIEX Mutual Fund

LGIEX Mutual Fund

NAV$24.01
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Returns Overview

1 Month
+1.59%
3 Months
+8.77%
6 Months
+9.80%
YTD
+8.62%
1 Year
+19.88%
3 Years (annualized)
+17.92%
5 Years (annualized)
+10.60%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGIEX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+9.13%
vs Peers
-0.52%

LGIEX Mutual Fund Performance

LGIEX performance across multiple time periods: 1-month 1.59%, YTD 8.62%, 1-year 19.88%, 3-year 17.92%, 5-year 10.60%, 10-year 9.85%.

LGIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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