LERIX Mutual Fund

LERIX Mutual Fund

NAV$11.94
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Returns Overview

1 Month
-0.84%
3 Months
+1.12%
6 Months
+3.16%
YTD
+4.35%
1 Year
+10.53%
3 Years (annualized)
+9.04%
5 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LERIX 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
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📉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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+6.99%
vs Peers
-2.64%

LERIX Mutual Fund Performance

LERIX performance across multiple time periods: 1-month -0.84%, YTD 4.35%, 1-year 10.53%, 3-year 9.04%, 5-year 4.08%.

LERIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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