LEJIX Mutual Fund

LEJIX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
-0.68%
3 Months
+2.23%
6 Months
+5.15%
YTD
+6.83%
1 Year
+15.08%
3 Years (annualized)
+13.50%
5 Years (annualized)
+7.31%

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
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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)
+6.83%
Peer Avg (YTD)
+6.99%
vs Peers
-0.16%

LEJIX Mutual Fund Performance

LEJIX performance across multiple time periods: 1-month -0.68%, YTD 6.83%, 1-year 15.08%, 3-year 13.50%, 5-year 7.31%.

LEJIX returns trail 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.

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