LEICX Mutual Fund

LEICX Mutual Fund

NAV$20.97
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Returns Overview

1 Month
-6.83%
3 Months
-3.60%
6 Months
-0.20%
YTD
+3.93%
1 Year
+6.24%
3 Years (annualized)
+14.43%
5 Years (annualized)
+7.79%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEICX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+10.00%
vs Peers
-6.06%

LEICX Mutual Fund Performance

LEICX performance across multiple time periods: 1-month -6.83%, YTD 3.93%, 1-year 6.24%, 3-year 14.43%, 5-year 7.79%, 10-year 8.76%.

LEICX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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