LEQCX Mutual Fund

LEQCX Mutual Fund

NAV$10.31
See how much of LEQCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
+3.01%
6 Months
+5.77%
YTD
+5.55%
1 Year
+7.16%
3 Years (annualized)
+6.17%
5 Years (annualized)
+2.41%
10 Years (annualized)
+3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEQCX 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)
+5.55%
Peer Avg (YTD)
+2.39%
vs Peers
+3.16%

LEQCX Mutual Fund Performance

LEQCX performance across multiple time periods: 1-month -2.00%, YTD 5.55%, 1-year 7.16%, 3-year 6.17%, 5-year 2.41%, 10-year 3.63%.

LEQCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.15%, investors should weigh costs against performance when evaluating this mutual fund.

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