LEQAX Mutual Fund

LEQAX Mutual Fund

NAV$11.61
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.40%
3 Months
+8.30%
6 Months
+8.00%
YTD
+8.00%
1 Year
+12.57%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.24%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEQAX 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
Morningstar Long/Short Equity Fund Index
This Mutual Fund (YTD)
+8.00%
Peer Avg (YTD)
+3.47%
vs Peers
+4.53%

LEQAX Mutual Fund Performance

LEQAX performance across multiple time periods: 1-month 1.40%, YTD 8.00%, 1-year 12.57%, 3-year 7.80%, 5-year 3.24%, 10-year 5.01%.

LEQAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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