LEISX Mutual Fund

NAV$22.26

Returns Overview

1 Month
+2.77%
3 Months
+4.75%
6 Months
+8.16%
YTD
+11.19%
1 Year
+17.82%
3 Years (annualized)
+14.16%
5 Years (annualized)
+8.28%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEISX 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)
+11.19%
Peer Avg (YTD)
+9.49%
vs Peers
+1.70%

LEISX Mutual Fund Performance

LEISX performance across multiple time periods: 1-month 2.77%, YTD 11.19%, 1-year 17.82%, 3-year 14.16%, 5-year 8.28%, 10-year 9.77%.

LEISX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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