LEVAX Mutual Fund

NAV$19.08

Returns Overview

3 Months
+13.93%
6 Months
+12.02%
YTD
+11.22%
1 Year
+23.43%
3 Years (annualized)
+18.54%
5 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEVAX 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)
+11.22%
Peer Avg (YTD)
+7.64%
vs Peers
+3.58%

LEVAX Mutual Fund Performance

LEVAX performance across multiple time periods: YTD 11.22%, 1-year 23.43%, 3-year 18.54%, 5-year 9.97%.

LEVAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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