LHCAX Mutual Fund

LHCAX Mutual Fund

NAV$24.18
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Returns Overview

1 Month
-1.23%
3 Months
+8.40%
6 Months
+4.55%
YTD
+3.29%
1 Year
+28.62%
3 Years (annualized)
+9.02%
5 Years (annualized)
+3.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+6.74%
vs Peers
-3.45%

LHCAX Mutual Fund Performance

LHCAX performance across multiple time periods: 1-month -1.23%, YTD 3.29%, 1-year 28.62%, 3-year 9.02%, 5-year 3.56%.

LHCAX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

LHCAX vs another fund shows side-by-side returns. LHCAX alternatives are available in the Mutual Fund Screener.