LHCTX Mutual Fund

LHCTX Mutual Fund

NAV$24.46
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Returns Overview

1 Month
-1.26%
3 Months
+8.45%
6 Months
+4.68%
YTD
+3.39%
1 Year
+28.92%
3 Years (annualized)
+9.27%
5 Years (annualized)
+3.81%

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
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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)
+3.39%
Peer Avg (YTD)
+6.74%
vs Peers
-3.35%

LHCTX Mutual Fund Performance

LHCTX performance across multiple time periods: 1-month -1.26%, YTD 3.39%, 1-year 28.92%, 3-year 9.27%, 5-year 3.81%.

LHCTX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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