LHCAX Mutual Fund

LHCAX Mutual Fund

NAV$23.56
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Returns Overview

1 Month
+3.92%
3 Months
+10.08%
6 Months
+7.72%
YTD
+7.34%
1 Year
+23.74%
3 Years (annualized)
+11.32%
5 Years (annualized)
+3.53%

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)
+7.34%
Peer Avg (YTD)
+9.65%
vs Peers
-2.31%

LHCAX Mutual Fund Performance

LHCAX performance across multiple time periods: 1-month 3.92%, YTD 7.34%, 1-year 23.74%, 3-year 11.32%, 5-year 3.53%.

LHCAX returns trail the peer average of 9.65% 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.