LEJAX Mutual Fund

LEJAX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
+1.70%
3 Months
+1.08%
6 Months
+5.07%
YTD
+8.51%
1 Year
+14.02%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.31%

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)
+8.51%
Peer Avg (YTD)
+8.76%
vs Peers
-0.25%

LEJAX Mutual Fund Performance

LEJAX performance across multiple time periods: 1-month 1.70%, YTD 8.51%, 1-year 14.02%, 3-year 13.72%, 5-year 6.31%.

LEJAX returns trail the peer average of 8.76% 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.