LEKAX Mutual Fund

LEKAX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
-0.56%
3 Months
+2.71%
6 Months
+6.00%
YTD
+8.02%
1 Year
+17.08%
3 Years (annualized)
+14.09%
5 Years (annualized)
+7.76%

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)
+8.02%
Peer Avg (YTD)
+6.99%
vs Peers
+1.02%

LEKAX Mutual Fund Performance

LEKAX performance across multiple time periods: 1-month -0.56%, YTD 8.02%, 1-year 17.08%, 3-year 14.09%, 5-year 7.76%.

LEKAX returns outperform 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.

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