LGILX Mutual Fund

LGILX Mutual Fund

NAV$27.99
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Returns Overview

1 Month
+3.68%
3 Months
-3.71%
6 Months
+8.47%
YTD
+4.73%
1 Year
+10.48%
3 Years (annualized)
+29.82%
5 Years (annualized)
+18.45%
10 Years (annualized)
+22.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGILX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+8.51%
vs Peers
-3.78%

LGILX Mutual Fund Performance

LGILX performance across multiple time periods: 1-month 3.68%, YTD 4.73%, 1-year 10.48%, 3-year 29.82%, 5-year 18.45%, 10-year 22.02%.

LGILX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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