LEGIX Mutual Fund

LEGIX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
-1.75%
3 Months
+0.28%
6 Months
+13.75%
YTD
+11.15%
1 Year
+15.13%
3 Years (annualized)
+18.81%
5 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGIX 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 USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+7.09%
vs Peers
+4.06%

LEGIX Mutual Fund Performance

LEGIX performance across multiple time periods: 1-month -1.75%, YTD 11.15%, 1-year 15.13%, 3-year 18.81%, 5-year 9.75%.

LEGIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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