LHCTX Mutual Fund

NAV$24.44

Returns Overview

1 Month
+7.31%
3 Months
+10.14%
6 Months
+4.57%
YTD
+4.71%
1 Year
+27.63%
3 Years (annualized)
+9.38%
5 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+7.57%
vs Peers
-2.86%

LHCTX Mutual Fund Performance

LHCTX performance across multiple time periods: 1-month 7.31%, YTD 4.71%, 1-year 27.63%, 3-year 9.38%, 5-year 5.89%.

LHCTX 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.

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