LGWIX Mutual Fund

LGWIX Mutual Fund

NAV$19.78
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Returns Overview

1 Month
-0.77%
3 Months
+3.27%
6 Months
+6.93%
YTD
+8.80%
1 Year
+16.41%
3 Years (annualized)
+13.23%
5 Years (annualized)
+7.43%
10 Years (annualized)
+9.35%

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)
+8.80%
Peer Avg (YTD)
+6.57%
vs Peers
+2.23%

LGWIX Mutual Fund Performance

LGWIX performance across multiple time periods: 1-month -0.77%, YTD 8.80%, 1-year 16.41%, 3-year 13.23%, 5-year 7.43%, 10-year 9.35%.

LGWIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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