LVHI ETF

LVHI ETF
$42.70
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Returns Overview

1 Month
+5.38%
3 Months
+6.28%
6 Months
+11.82%
YTD
+18.15%
1 Year
+33.62%
3 Years (annualized)
+22.00%
5 Years (annualized)
+17.67%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LVHI 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex-US IMI Local Index
This ETF (YTD)
+18.15%
Peer Avg (YTD)
+11.12%
vs Peers
+7.03%

LVHI ETF Performance

LVHI performance across multiple time periods: 1-month 5.38%, YTD 18.15%, 1-year 33.62%, 3-year 22.00%, 5-year 17.67%, 10-year 11.83%.

LVHI returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

LVHI vs another fund shows side-by-side returns. LVHI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.38%N/A
3 Months+6.28%N/A
6 Months+11.82%N/A
1 Year+33.62%N/A
3 Years+22.00%N/A
5 Years+17.67%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized