LEPKX Mutual Fund

LEPKX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
-1.71%
3 Months
+0.26%
6 Months
+13.78%
YTD
+11.25%
1 Year
+15.22%
3 Years (annualized)
+18.86%
5 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEPKX 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
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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)
+11.25%
Peer Avg (YTD)
+7.09%
vs Peers
+4.16%

LEPKX Mutual Fund Performance

LEPKX performance across multiple time periods: 1-month -1.71%, YTD 11.25%, 1-year 15.22%, 3-year 18.86%, 5-year 9.66%.

LEPKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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