LHCIX Mutual Fund

LHCIX Mutual Fund

NAV$24.45
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Returns Overview

1 Month
+7.31%
3 Months
+10.09%
6 Months
+4.57%
YTD
+4.71%
1 Year
+27.62%
3 Years (annualized)
+9.36%
5 Years (annualized)
+5.88%

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)
+4.71%
Peer Avg (YTD)
+7.57%
vs Peers
-2.86%

LHCIX Mutual Fund Performance

LHCIX performance across multiple time periods: 1-month 7.31%, YTD 4.71%, 1-year 27.62%, 3-year 9.36%, 5-year 5.88%.

LHCIX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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