LIGYX Mutual Fund

LIGYX Mutual Fund

NAV$10.22
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Returns Overview

3 Months
+1.15%
6 Months
-6.05%
YTD
-8.26%
1 Year
-4.59%
3 Years (annualized)
+4.07%
5 Years (annualized)
+2.24%

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
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📉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)
+8.62%
vs Peers
-16.88%

LIGYX Mutual Fund Performance

LIGYX performance across multiple time periods: YTD -8.26%, 1-year -4.59%, 3-year 4.07%, 5-year 2.24%.

LIGYX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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