LEKAX Mutual Fund

LEKAX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
+1.95%
3 Months
+1.38%
6 Months
+6.30%
YTD
+10.12%
1 Year
+16.49%
3 Years (annualized)
+15.79%
5 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEKAX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+8.76%
vs Peers
+1.36%

LEKAX Mutual Fund Performance

LEKAX performance across multiple time periods: 1-month 1.95%, YTD 10.12%, 1-year 16.49%, 3-year 15.79%, 5-year 7.79%.

LEKAX returns outperform 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.

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