LGLIX Mutual Fund

LGLIX Mutual Fund

NAV$61.85
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Returns Overview

1 Month
+3.57%
3 Months
-1.93%
6 Months
+21.44%
YTD
+8.81%
1 Year
+5.33%
3 Years (annualized)
+23.65%
5 Years (annualized)
+7.53%
10 Years (annualized)
+17.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGLIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+8.68%
vs Peers
+0.13%

LGLIX Mutual Fund Performance

LGLIX performance across multiple time periods: 1-month 3.57%, YTD 8.81%, 1-year 5.33%, 3-year 23.65%, 5-year 7.53%, 10-year 17.30%.

LGLIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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