LIGNX Mutual Fund

NAV$10.39

Returns Overview

1 Month
-1.14%
3 Months
+0.29%
6 Months
-10.66%
YTD
-9.49%
1 Year
-7.22%
3 Years (annualized)
+6.21%
5 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGNX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-9.49%
Peer Avg (YTD)
+9.57%
vs Peers
-19.07%

LIGNX Mutual Fund Performance

LIGNX performance across multiple time periods: 1-month -1.14%, YTD -9.49%, 1-year -7.22%, 3-year 6.21%, 5-year 1.21%.

LIGNX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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