LEOIX Mutual Fund

LEOIX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.41%
3 Months
+2.28%
6 Months
+3.67%
YTD
+4.88%
1 Year
+9.16%
3 Years (annualized)
+9.11%
5 Years (annualized)
+5.38%
10 Years (annualized)
+5.48%

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
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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)
+4.88%
Peer Avg (YTD)
+0.12%
vs Peers
+4.76%

LEOIX Mutual Fund Performance

LEOIX performance across multiple time periods: 1-month 0.41%, YTD 4.88%, 1-year 9.16%, 3-year 9.11%, 5-year 5.38%, 10-year 5.48%.

LEOIX returns outperform the peer average of 0.12% 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.