LEQCX Mutual Fund

LEQCX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-0.08%
3 Months
-3.58%
6 Months
-0.68%
YTD
+1.77%
1 Year
+2.53%
3 Years (annualized)
+8.90%
5 Years (annualized)
+1.53%
10 Years (annualized)
+2.82%

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
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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
Morningstar Long/Short Equity Fund Index
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+5.49%
vs Peers
-3.72%

LEQCX Mutual Fund Performance

LEQCX performance across multiple time periods: 1-month -0.08%, YTD 1.77%, 1-year 2.53%, 3-year 8.90%, 5-year 1.53%, 10-year 2.82%.

LEQCX returns trail the peer average of 5.49% 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.