LEVKX Mutual Fund

NAV$19.27

Returns Overview

1 Month
+0.05%
3 Months
+14.04%
6 Months
+12.20%
YTD
+11.40%
1 Year
+23.82%
3 Years (annualized)
+18.87%
5 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEVKX 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)
+11.40%
Peer Avg (YTD)
+7.64%
vs Peers
+3.76%

LEVKX Mutual Fund Performance

LEVKX performance across multiple time periods: 1-month 0.05%, YTD 11.40%, 1-year 23.82%, 3-year 18.87%, 5-year 10.52%.

LEVKX returns outperform 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.

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