LEPKX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
+0.05%
3 Months
+13.49%
6 Months
+11.70%
YTD
+10.96%
1 Year
+22.83%
3 Years (annualized)
+18.32%
5 Years (annualized)
+9.95%

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
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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

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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)
+10.96%
Peer Avg (YTD)
+7.64%
vs Peers
+3.32%

LEPKX Mutual Fund Performance

LEPKX performance across multiple time periods: 1-month 0.05%, YTD 10.96%, 1-year 22.83%, 3-year 18.32%, 5-year 9.95%.

LEPKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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