LGIEX Mutual Fund

LGIEX Mutual Fund

NAV$23.93
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Returns Overview

1 Month
+1.73%
3 Months
+5.63%
6 Months
+6.58%
YTD
+11.71%
1 Year
+25.43%
3 Years (annualized)
+17.46%
5 Years (annualized)
+10.68%
10 Years (annualized)
+9.39%

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)
+11.71%
Peer Avg (YTD)
+9.42%
vs Peers
+2.29%

LGIEX Mutual Fund Performance

LGIEX performance across multiple time periods: 1-month 1.73%, YTD 11.71%, 1-year 25.43%, 3-year 17.46%, 5-year 10.68%, 10-year 9.39%.

LGIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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