LEEIX Mutual Fund

LEEIX Mutual Fund

NAV$18.82
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Returns Overview

1 Month
-0.37%
3 Months
+3.95%
6 Months
+8.35%
YTD
+10.93%
1 Year
+22.40%
3 Years (annualized)
+17.31%
5 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEEIX 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 Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+6.99%
vs Peers
+3.93%

LEEIX Mutual Fund Performance

LEEIX performance across multiple time periods: 1-month -0.37%, YTD 10.93%, 1-year 22.40%, 3-year 17.31%, 5-year 9.96%.

LEEIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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