LHCOX Mutual Fund

LHCOX Mutual Fund

NAV$25.22
See how much of LHCOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.21%
3 Months
+8.50%
6 Months
+4.75%
YTD
+3.46%
1 Year
+29.06%
3 Years (annualized)
+9.42%
5 Years (annualized)
+3.95%

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
PROUpgrade to run

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)
+3.46%
Peer Avg (YTD)
+6.74%
vs Peers
-3.28%

LHCOX Mutual Fund Performance

LHCOX performance across multiple time periods: 1-month -1.21%, YTD 3.46%, 1-year 29.06%, 3-year 9.42%, 5-year 3.95%.

LHCOX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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