LEJAX Mutual Fund

LEJAX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
-0.68%
3 Months
+2.16%
6 Months
+5.01%
YTD
+6.69%
1 Year
+14.78%
3 Years (annualized)
+12.22%
5 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEJAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+6.99%
vs Peers
-0.30%

LEJAX Mutual Fund Performance

LEJAX performance across multiple time periods: 1-month -0.68%, YTD 6.69%, 1-year 14.78%, 3-year 12.22%, 5-year 6.28%.

LEJAX returns trail 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.

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