LEBAX Mutual Fund

LEBAX Mutual Fund

NAV$11.94
See how much of LEBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
+0.20%
6 Months
+13.61%
YTD
+11.01%
1 Year
+14.88%
3 Years (annualized)
+18.49%
5 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+7.09%
vs Peers
+3.92%

LEBAX Mutual Fund Performance

LEBAX performance across multiple time periods: 1-month -1.73%, YTD 11.01%, 1-year 14.88%, 3-year 18.49%, 5-year 9.34%.

LEBAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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