LHCOX Mutual Fund

NAV$24.58

Returns Overview

1 Month
+7.32%
3 Months
+10.14%
6 Months
+4.60%
YTD
+4.73%
1 Year
+27.73%
3 Years (annualized)
+9.52%
5 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCOX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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)
+4.73%
Peer Avg (YTD)
+7.57%
vs Peers
-2.84%

LHCOX Mutual Fund Performance

LHCOX performance across multiple time periods: 1-month 7.32%, YTD 4.73%, 1-year 27.73%, 3-year 9.52%, 5-year 4.57%.

LHCOX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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