LHCIX Mutual Fund

LHCIX Mutual Fund

NAV$25.55
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Returns Overview

1 Month
+5.28%
3 Months
+8.56%
6 Months
+17.78%
YTD
+12.29%
1 Year
+17.99%
3 Years (annualized)
+18.30%
5 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCIX 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)
+12.29%
Peer Avg (YTD)
+12.41%
vs Peers
-0.12%

LHCIX Mutual Fund Performance

LHCIX performance across multiple time periods: 1-month 5.28%, YTD 12.29%, 1-year 17.99%, 3-year 18.30%, 5-year 4.67%.

LHCIX returns trail the peer average of 12.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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