LEOIX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+0.92%
3 Months
+2.82%
6 Months
+4.68%
YTD
+4.45%
1 Year
+9.44%
3 Years (annualized)
+9.14%
5 Years (annualized)
+5.39%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEOIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US Convertible Ex Mandatory Index(^IBMLCXM)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+3.23%
vs Peers
+1.23%

LEOIX Mutual Fund Performance

LEOIX performance across multiple time periods: 1-month 0.92%, YTD 4.45%, 1-year 9.44%, 3-year 9.14%, 5-year 5.39%, 10-year 5.31%.

LEOIX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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