LEPKX Mutual Fund

LEPKX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
-0.43%
3 Months
+3.73%
6 Months
+7.94%
YTD
+10.48%
1 Year
+21.50%
3 Years (annualized)
+16.77%
5 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEPKX 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
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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 Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+6.99%
vs Peers
+3.48%

LEPKX Mutual Fund Performance

LEPKX performance across multiple time periods: 1-month -0.43%, YTD 10.48%, 1-year 21.50%, 3-year 16.77%, 5-year 9.61%.

LEPKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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