LIGRX Mutual Fund

NAV$9.61

Returns Overview

1 Month
-1.54%
3 Months
-2.24%
6 Months
-3.22%
YTD
-2.93%
1 Year
+3.73%
3 Years (annualized)
+4.91%
5 Years (annualized)
+0.90%
10 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIGRX 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)
-2.93%
Peer Avg (YTD)
+3.23%
vs Peers
-6.16%

LIGRX Mutual Fund Performance

LIGRX performance across multiple time periods: 1-month -1.54%, YTD -2.93%, 1-year 3.73%, 3-year 4.91%, 5-year 0.90%, 10-year 2.98%.

LIGRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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