LIESX Mutual Fund

NAV$23.74

Returns Overview

1 Month
+1.55%
3 Months
+8.80%
6 Months
+9.84%
YTD
+8.64%
1 Year
+20.00%
3 Years (annualized)
+18.00%
5 Years (annualized)
+10.70%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIESX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+9.13%
vs Peers
-0.49%

LIESX Mutual Fund Performance

LIESX performance across multiple time periods: 1-month 1.55%, YTD 8.64%, 1-year 20.00%, 3-year 18.00%, 5-year 10.70%, 10-year 9.95%.

LIESX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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