LEVAX Mutual Fund

LEVAX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+2.52%
3 Months
+2.14%
6 Months
+9.06%
YTD
+13.60%
1 Year
+21.64%
3 Years (annualized)
+19.12%
5 Years (annualized)
+9.73%

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
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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)
+13.60%
Peer Avg (YTD)
+8.76%
vs Peers
+4.84%

LEVAX Mutual Fund Performance

LEVAX performance across multiple time periods: 1-month 2.52%, YTD 13.60%, 1-year 21.64%, 3-year 19.12%, 5-year 9.73%.

LEVAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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