LIGQX Mutual Fund

LIGQX Mutual Fund

NAV$17.96
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Returns Overview

1 Month
+0.61%
3 Months
+0.19%
6 Months
+0.95%
YTD
+3.33%
1 Year
+7.13%
3 Years (annualized)
+9.45%
5 Years (annualized)
+2.45%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGQX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+7.17%
vs Peers
-3.84%

LIGQX Mutual Fund Performance

LIGQX performance across multiple time periods: 1-month 0.61%, YTD 3.33%, 1-year 7.13%, 3-year 9.45%, 5-year 2.45%, 10-year 4.84%.

LIGQX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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