LERKX Mutual Fund

NAV$11.94

Returns Overview

1 Month
+0.08%
3 Months
+6.09%
6 Months
+5.52%
YTD
+5.24%
1 Year
+11.64%
3 Years (annualized)
+9.93%
5 Years (annualized)
+4.34%

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
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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+7.64%
vs Peers
-2.40%

LERKX Mutual Fund Performance

LERKX performance across multiple time periods: 1-month 0.08%, YTD 5.24%, 1-year 11.64%, 3-year 9.93%, 5-year 4.34%.

LERKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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