LEQIX Mutual Fund

NAV$11.80

Returns Overview

1 Month
+1.44%
3 Months
+8.39%
6 Months
+8.20%
YTD
+8.20%
1 Year
+12.93%
3 Years (annualized)
+8.42%
5 Years (annualized)
+5.15%
10 Years (annualized)
+6.12%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Long/Short Equity Fund Index
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+3.47%
vs Peers
+4.72%

LEQIX Mutual Fund Performance

LEQIX performance across multiple time periods: 1-month 1.44%, YTD 8.20%, 1-year 12.93%, 3-year 8.42%, 5-year 5.15%, 10-year 6.12%.

LEQIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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