LIGGX Mutual Fund

LIGGX Mutual Fund

NAV$10.26
See how much of LIGGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.16%
6 Months
-6.15%
YTD
-8.37%
1 Year
-4.81%
3 Years (annualized)
+3.85%
5 Years (annualized)
+1.98%

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
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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-8.37%
Peer Avg (YTD)
+8.62%
vs Peers
-16.99%

LIGGX Mutual Fund Performance

LIGGX performance across multiple time periods: YTD -8.37%, 1-year -4.81%, 3-year 3.85%, 5-year 1.98%.

LIGGX returns trail the peer average of 8.62% 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.