LGLIX Mutual Fund

LGLIX Mutual Fund

NAV$63.28
See how much of LGLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.33%
3 Months
-3.79%
6 Months
+11.79%
YTD
+5.07%
1 Year
+6.63%
3 Years (annualized)
+23.65%
5 Years (annualized)
+7.53%
10 Years (annualized)
+17.30%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+8.51%
vs Peers
-3.44%

LGLIX Mutual Fund Performance

LGLIX performance across multiple time periods: 1-month 2.33%, YTD 5.07%, 1-year 6.63%, 3-year 23.65%, 5-year 7.53%, 10-year 17.30%.

LGLIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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