LISGX Mutual Fund

NAV$83.03

Returns Overview

1 Month
+5.57%
3 Months
+15.95%
6 Months
+17.19%
YTD
+16.16%
1 Year
+31.26%
3 Years (annualized)
+11.87%
5 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.16%
Peer Avg (YTD)
+18.52%
vs Peers
-2.36%

LISGX Mutual Fund Performance

LISGX performance across multiple time periods: 1-month 5.57%, YTD 16.16%, 1-year 31.26%, 3-year 11.87%, 5-year 6.29%.

LISGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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