LEOOX Mutual Fund

NAV$9.95

Returns Overview

1 Month
+1.02%
3 Months
+2.81%
6 Months
+4.66%
YTD
+4.44%
1 Year
+9.16%
3 Years (annualized)
+9.03%
5 Years (annualized)
+5.15%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEOOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US Convertible Ex Mandatory Index(^IBMLCXM)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+3.23%
vs Peers
+1.21%

LEOOX Mutual Fund Performance

LEOOX performance across multiple time periods: 1-month 1.02%, YTD 4.44%, 1-year 9.16%, 3-year 9.03%, 5-year 5.15%, 10-year 5.10%.

LEOOX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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