LKEQX Mutual Fund

LKEQX Mutual Fund

NAV$40.68
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Returns Overview

1 Month
-2.85%
3 Months
+0.74%
6 Months
+6.25%
YTD
+4.43%
1 Year
+4.09%
3 Years (annualized)
+11.98%
5 Years (annualized)
+6.00%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKEQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+8.68%
vs Peers
-4.25%

LKEQX Mutual Fund Performance

LKEQX performance across multiple time periods: 1-month -2.85%, YTD 4.43%, 1-year 4.09%, 3-year 11.98%, 5-year 6.00%, 10-year 11.85%.

LKEQX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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