LIGGX Mutual Fund

LIGGX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
+2.86%
3 Months
-0.74%
6 Months
+1.24%
YTD
-5.74%
1 Year
-6.73%
3 Years (annualized)
+8.15%
5 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGGX 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
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🏦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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-5.74%
Peer Avg (YTD)
+9.59%
vs Peers
-15.33%

LIGGX Mutual Fund Performance

LIGGX performance across multiple time periods: 1-month 2.86%, YTD -5.74%, 1-year -6.73%, 3-year 8.15%, 5-year 2.09%.

LIGGX returns trail the peer average of 9.59% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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