LGWIX Mutual Fund

LGWIX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
+0.83%
3 Months
+11.40%
6 Months
+10.20%
YTD
+9.64%
1 Year
+18.75%
3 Years (annualized)
+13.74%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGWIX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+6.73%
vs Peers
+2.92%

LGWIX Mutual Fund Performance

LGWIX performance across multiple time periods: 1-month 0.83%, YTD 9.64%, 1-year 18.75%, 3-year 13.74%, 5-year 7.24%, 10-year 9.53%.

LGWIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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