LEQIX Mutual Fund

LEQIX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
-3.89%
3 Months
-5.25%
6 Months
+2.71%
YTD
+2.52%
1 Year
+1.84%
3 Years (annualized)
+9.22%
5 Years (annualized)
+3.34%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEQIX 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
Morningstar Long/Short Equity Fund Index
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+5.40%
vs Peers
-2.88%

LEQIX Mutual Fund Performance

LEQIX performance across multiple time periods: 1-month -3.89%, YTD 2.52%, 1-year 1.84%, 3-year 9.22%, 5-year 3.34%, 10-year 4.17%.

LEQIX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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