LEHIX Mutual Fund

NAV$17.83

Returns Overview

1 Month
+0.06%
3 Months
+12.20%
6 Months
+10.58%
YTD
+9.96%
1 Year
+20.92%
3 Years (annualized)
+17.07%
5 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEHIX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+7.64%
vs Peers
+2.32%

LEHIX Mutual Fund Performance

LEHIX performance across multiple time periods: 1-month 0.06%, YTD 9.96%, 1-year 20.92%, 3-year 17.07%, 5-year 9.15%.

LEHIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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