LIGFX Mutual Fund

NAV$17.79

Returns Overview

1 Month
+0.84%
3 Months
+5.35%
6 Months
+4.59%
YTD
+4.22%
1 Year
+10.57%
3 Years (annualized)
+10.32%
5 Years (annualized)
+3.33%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+6.73%
vs Peers
-2.50%

LIGFX Mutual Fund Performance

LIGFX performance across multiple time periods: 1-month 0.84%, YTD 4.22%, 1-year 10.57%, 3-year 10.32%, 5-year 3.33%, 10-year 5.74%.

LIGFX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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