LEEIX Mutual Fund

NAV$19.11

Returns Overview

1 Month
+0.05%
3 Months
+14.05%
6 Months
+12.14%
YTD
+11.34%
1 Year
+23.74%
3 Years (annualized)
+18.81%
5 Years (annualized)
+10.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+7.64%
vs Peers
+3.70%

LEEIX Mutual Fund Performance

LEEIX performance across multiple time periods: 1-month 0.05%, YTD 11.34%, 1-year 23.74%, 3-year 18.81%, 5-year 10.63%.

LEEIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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