LISGX Mutual Fund

LISGX Mutual Fund

NAV$80.51
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Returns Overview

1 Month
-1.29%
3 Months
+4.15%
6 Months
+11.49%
YTD
+15.68%
1 Year
+25.21%
3 Years (annualized)
+9.96%
5 Years (annualized)
+5.04%
10 Years (annualized)
+8.63%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.68%
Peer Avg (YTD)
+15.31%
vs Peers
+0.37%

LISGX Mutual Fund Performance

LISGX performance across multiple time periods: 1-month -1.29%, YTD 15.68%, 1-year 25.21%, 3-year 9.96%, 5-year 5.04%, 10-year 8.63%.

LISGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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