LIGFX Mutual Fund

LIGFX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-1.98%
3 Months
-2.53%
6 Months
+2.68%
YTD
+1.59%
1 Year
+3.67%
3 Years (annualized)
+9.97%
5 Years (annualized)
+2.92%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+6.10%
vs Peers
-4.51%

LIGFX Mutual Fund Performance

LIGFX performance across multiple time periods: 1-month -1.98%, YTD 1.59%, 1-year 3.67%, 3-year 9.97%, 5-year 2.92%, 10-year 5.33%.

LIGFX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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