LERKX Mutual Fund

LERKX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
-2.25%
3 Months
-1.92%
6 Months
+4.05%
YTD
+3.22%
1 Year
+5.24%
3 Years (annualized)
+10.10%
5 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LERKX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+7.09%
vs Peers
-3.87%

LERKX Mutual Fund Performance

LERKX performance across multiple time periods: 1-month -2.25%, YTD 3.22%, 1-year 5.24%, 3-year 10.10%, 5-year 3.97%.

LERKX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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