LEBAX Mutual Fund

LEBAX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
-0.44%
3 Months
+3.68%
6 Months
+7.84%
YTD
+10.31%
1 Year
+21.16%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEBAX 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
MSCI USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+6.99%
vs Peers
+3.31%

LEBAX Mutual Fund Performance

LEBAX performance across multiple time periods: 1-month -0.44%, YTD 10.31%, 1-year 21.16%, 3-year 16.43%, 5-year 9.30%.

LEBAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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