LEKIX Mutual Fund

LEKIX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
-0.56%
3 Months
+2.78%
6 Months
+6.13%
YTD
+8.15%
1 Year
+17.40%
3 Years (annualized)
+14.38%
5 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEKIX 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)
+8.15%
Peer Avg (YTD)
+6.99%
vs Peers
+1.16%

LEKIX Mutual Fund Performance

LEKIX performance across multiple time periods: 1-month -0.56%, YTD 8.15%, 1-year 17.40%, 3-year 14.38%, 5-year 7.68%.

LEKIX returns outperform 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.

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