LIGYX Mutual Fund

LIGYX Mutual Fund

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Returns Overview

1 Month
-3.40%
3 Months
+8.02%
6 Months
-8.26%
YTD
-8.26%
1 Year
-7.27%
3 Years (annualized)
+6.14%
5 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGYX 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)
-8.26%
Peer Avg (YTD)
+9.57%
vs Peers
-17.83%

LIGYX Mutual Fund Performance

LIGYX performance across multiple time periods: 1-month -3.40%, YTD -8.26%, 1-year -7.27%, 3-year 6.14%, 5-year 1.15%.

LIGYX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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