LENAX Mutual Fund

LENAX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-2.20%
3 Months
-1.61%
6 Months
+5.72%
YTD
+4.37%
1 Year
+6.68%
3 Years (annualized)
+11.83%
5 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LENAX 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
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📉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
MSCI USA Extended ESG Focus Index(.dMICA00002NCA)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+7.09%
vs Peers
-2.72%

LENAX Mutual Fund Performance

LENAX performance across multiple time periods: 1-month -2.20%, YTD 4.37%, 1-year 6.68%, 3-year 11.83%, 5-year 5.28%.

LENAX returns trail 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.

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