LEQIX Mutual Fund

LEQIX Mutual Fund

NAV$11.90
See how much of LEQIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.92%
3 Months
+3.24%
6 Months
+6.32%
YTD
+6.13%
1 Year
+8.15%
3 Years (annualized)
+7.22%
5 Years (annualized)
+3.46%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEQIX 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)
+6.13%
Peer Avg (YTD)
+2.39%
vs Peers
+3.74%

LEQIX Mutual Fund Performance

LEQIX performance across multiple time periods: 1-month -1.92%, YTD 6.13%, 1-year 8.15%, 3-year 7.22%, 5-year 3.46%, 10-year 4.68%.

LEQIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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