LEOOX Mutual Fund

LEOOX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-0.81%
3 Months
-0.68%
6 Months
+2.10%
YTD
+3.72%
1 Year
+6.53%
3 Years (annualized)
+8.55%
5 Years (annualized)
+4.85%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEOOX 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
ICE Bank of America Merrill Lynch US Convertible Ex Mandatory Index(^IBMLCXM)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+0.50%
vs Peers
+3.22%

LEOOX Mutual Fund Performance

LEOOX performance across multiple time periods: 1-month -0.81%, YTD 3.72%, 1-year 6.53%, 3-year 8.55%, 5-year 4.85%, 10-year 4.91%.

LEOOX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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