LVHI ETF

$40.90

Returns Overview

1 Month
+8.48%
3 Months
+16.44%
6 Months
+24.98%
YTD
+12.14%
1 Year
+37.93%
3 Years
+23.45%
5 Years
+19.65%

Risk Metrics (5-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
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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

+8.48%

3 Months Performance

+16.44%

6 Months Performance

+24.98%

1 Year Performance

+37.93%

Benchmark & Peers

Benchmark
MSCI World ex-US IMI Local Index(NA)
This ETF (YTD)
+12.14%
Peer Avg (YTD)
+7.25%
vs Peers
+4.89%

LVHI ETF Performance

LVHI performance across multiple time periods: 1-month 8.48%, YTD 12.14%, 1-year 37.93%, 3-year 23.45%, 5-year 19.65%.

LVHI returns outperform the peer average of 7.25% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+8.48%N/A
3 Months+16.44%N/A
6 Months+24.98%N/A
1 Year+37.93%N/A
3 Years+23.45%N/A
5 Years+19.65%N/A

All returns shown are total returns, not annualized