LEGNX Mutual Fund

NAV$7.37

Returns Overview

1 Month
-1.07%
3 Months
-1.47%
6 Months
-1.99%
YTD
-1.86%
1 Year
+4.02%
3 Years (annualized)
+3.56%
5 Years (annualized)
-0.23%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEGNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg GNMA Index(^BBGGNMAI)
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
+3.23%
vs Peers
-5.09%

LEGNX Mutual Fund Performance

LEGNX performance across multiple time periods: 1-month -1.07%, YTD -1.86%, 1-year 4.02%, 3-year 3.56%, 5-year -0.23%, 10-year 0.49%.

LEGNX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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