LEXNX Mutual Fund

NAV$7.43

Returns Overview

1 Month
-1.07%
3 Months
-1.07%
6 Months
-1.85%
YTD
-1.46%
1 Year
+4.99%
3 Years (annualized)
+4.30%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEXNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg GNMA Index(^BBGGNMAI)
This Mutual Fund (YTD)
-1.46%
Peer Avg (YTD)
+3.23%
vs Peers
-4.69%

LEXNX Mutual Fund Performance

LEXNX performance across multiple time periods: 1-month -1.07%, YTD -1.46%, 1-year 4.99%, 3-year 4.30%, 5-year 0.52%, 10-year 1.24%.

LEXNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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