LGILX Mutual Fund

LGILX Mutual Fund

NAV$25.52
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Returns Overview

1 Month
-5.11%
3 Months
+0.42%
6 Months
-1.06%
YTD
+1.43%
1 Year
-2.06%
3 Years (annualized)
+21.14%
5 Years (annualized)
+6.77%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGILX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+4.64%
vs Peers
-3.21%

LGILX Mutual Fund Performance

LGILX performance across multiple time periods: 1-month -5.11%, YTD 1.43%, 1-year -2.06%, 3-year 21.14%, 5-year 6.77%, 10-year 15.38%.

LGILX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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