LENAX Mutual Fund

NAV$13.34

Returns Overview

3 Months
+7.45%
6 Months
+6.42%
YTD
+6.08%
1 Year
+13.42%
3 Years (annualized)
+11.66%
5 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LENAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+7.64%
vs Peers
-1.56%

LENAX Mutual Fund Performance

LENAX performance across multiple time periods: YTD 6.08%, 1-year 13.42%, 3-year 11.66%, 5-year 5.67%.

LENAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

LENAX performance comparison shows side-by-side returns with another fund. LENAX alternatives are available in the Mutual Fund Screener.