LIAGX Mutual Fund

NAV$20.30

Returns Overview

1 Month
+3.61%
3 Months
+29.14%
6 Months
+30.34%
YTD
+27.96%
1 Year
+38.43%
3 Years (annualized)
+21.84%
5 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIAGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+27.96%
Peer Avg (YTD)
+8.97%
vs Peers
+18.99%

LIAGX Mutual Fund Performance

LIAGX performance across multiple time periods: 1-month 3.61%, YTD 27.96%, 1-year 38.43%, 3-year 21.84%, 5-year 8.80%.

LIAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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