LEQAX Mutual Fund

LEQAX Mutual Fund

NAV$11.03
See how much of LEQAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.44%
3 Months
-0.09%
6 Months
+4.09%
YTD
+6.42%
1 Year
+5.33%
3 Years (annualized)
+8.61%
5 Years (annualized)
+2.87%
10 Years (annualized)
+3.79%

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)
+6.42%
Peer Avg (YTD)
+4.75%
vs Peers
+1.67%

LEQAX Mutual Fund Performance

LEQAX performance across multiple time periods: 1-month 0.44%, YTD 6.42%, 1-year 5.33%, 3-year 8.61%, 5-year 2.87%, 10-year 3.79%.

LEQAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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