LEHKX Mutual Fund

LEHKX Mutual Fund

NAV$17.97
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+12.20%
6 Months
+10.57%
YTD
+9.95%
1 Year
+20.97%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEHKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+7.64%
vs Peers
+2.31%

LEHKX Mutual Fund Performance

LEHKX performance across multiple time periods: YTD 9.95%, 1-year 20.97%, 3-year 17.12%, 5-year 9.57%.

LEHKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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