LIGAX Mutual Fund

NAV$9.56

Returns Overview

1 Month
-1.95%
3 Months
-2.55%
6 Months
-3.43%
YTD
-3.04%
1 Year
+3.37%
3 Years (annualized)
+4.62%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
-3.04%
Peer Avg (YTD)
+3.23%
vs Peers
-6.27%

LIGAX Mutual Fund Performance

LIGAX performance across multiple time periods: 1-month -1.95%, YTD -3.04%, 1-year 3.37%, 3-year 4.62%, 5-year 0.63%, 10-year 2.72%.

LIGAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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