LEISX Mutual Fund

LEISX Mutual Fund

NAV$21.32
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Returns Overview

1 Month
-6.77%
3 Months
-3.34%
6 Months
+0.30%
YTD
+5.27%
1 Year
+7.29%
3 Years (annualized)
+15.54%
5 Years (annualized)
+8.85%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEISX 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)
+5.27%
Peer Avg (YTD)
+10.00%
vs Peers
-4.72%

LEISX Mutual Fund Performance

LEISX performance across multiple time periods: 1-month -6.77%, YTD 5.27%, 1-year 7.29%, 3-year 15.54%, 5-year 8.85%, 10-year 9.83%.

LEISX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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