LIGFX Mutual Fund

LIGFX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
-1.18%
3 Months
+0.86%
6 Months
+1.91%
YTD
+3.00%
1 Year
+8.74%
3 Years (annualized)
+9.62%
5 Years (annualized)
+3.86%
10 Years (annualized)
+6.04%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+6.57%
vs Peers
-3.58%

LIGFX Mutual Fund Performance

LIGFX performance across multiple time periods: 1-month -1.18%, YTD 3.00%, 1-year 8.74%, 3-year 9.62%, 5-year 3.86%, 10-year 6.04%.

LIGFX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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