LEOIX Mutual Fund

LEOIX Mutual Fund

NAV$9.71
See how much of LEOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
+1.16%
6 Months
+3.27%
YTD
+4.70%
1 Year
+8.73%
3 Years (annualized)
+8.66%
5 Years (annualized)
+5.08%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US Convertible Ex Mandatory Index(^IBMLCXM)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+2.15%
vs Peers
+2.54%

LEOIX Mutual Fund Performance

LEOIX performance across multiple time periods: 1-month -0.17%, YTD 4.70%, 1-year 8.73%, 3-year 8.66%, 5-year 5.08%, 10-year 5.12%.

LEOIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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