LKEQX Mutual Fund

LKEQX Mutual Fund

NAV$41.20
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Returns Overview

1 Month
-1.41%
3 Months
+5.48%
6 Months
+4.47%
YTD
+3.67%
1 Year
+11.92%
3 Years (annualized)
+10.93%
5 Years (annualized)
+6.07%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKEQX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+8.97%
vs Peers
-5.30%

LKEQX Mutual Fund Performance

LKEQX performance across multiple time periods: 1-month -1.41%, YTD 3.67%, 1-year 11.92%, 3-year 10.93%, 5-year 6.07%, 10-year 11.80%.

LKEQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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