LGLIX Mutual Fund

NAV$61.56

Returns Overview

1 Month
+1.61%
3 Months
+23.84%
6 Months
+11.14%
YTD
+10.96%
1 Year
+19.14%
3 Years (annualized)
+26.89%
5 Years (annualized)
+14.02%
10 Years (annualized)
+25.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+8.97%
vs Peers
+1.99%

LGLIX Mutual Fund Performance

LGLIX performance across multiple time periods: 1-month 1.61%, YTD 10.96%, 1-year 19.14%, 3-year 26.89%, 5-year 14.02%, 10-year 25.05%.

LGLIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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