LEJIX Mutual Fund

LEJIX Mutual Fund

NAV$10.49
See how much of LEJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
+1.08%
6 Months
+5.13%
YTD
+8.65%
1 Year
+14.31%
3 Years (annualized)
+14.99%
5 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEJIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+8.76%
vs Peers
-0.11%

LEJIX Mutual Fund Performance

LEJIX performance across multiple time periods: 1-month 1.70%, YTD 8.65%, 1-year 14.31%, 3-year 14.99%, 5-year 7.33%.

LEJIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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