LHCCX Mutual Fund

NAV$22.96
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Returns Overview

1 Month
+7.24%
3 Months
+9.82%
6 Months
+4.10%
YTD
+4.19%
1 Year
+26.33%
3 Years (annualized)
+8.30%
5 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCCX 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

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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 ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+7.57%
vs Peers
-3.38%

LHCCX Mutual Fund Performance

LHCCX performance across multiple time periods: 1-month 7.24%, YTD 4.19%, 1-year 26.33%, 3-year 8.30%, 5-year 4.86%.

LHCCX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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