LEICX Mutual Fund

NAV$22.18

Returns Overview

1 Month
+3.45%
3 Months
+5.97%
6 Months
+8.89%
YTD
+11.96%
1 Year
+16.65%
3 Years (annualized)
+13.01%
5 Years (annualized)
+7.19%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEICX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+9.49%
vs Peers
+2.47%

LEICX Mutual Fund Performance

LEICX performance across multiple time periods: 1-month 3.45%, YTD 11.96%, 1-year 16.65%, 3-year 13.01%, 5-year 7.19%, 10-year 8.62%.

LEICX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

LEICX performance comparison shows side-by-side returns with another fund. LEICX alternatives are available in the Mutual Fund Screener.