LHEIX Mutual Fund

LHEIX Mutual Fund

NAV$10.21
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Returns Overview

1 Month
+1.01%
3 Months
-0.50%
6 Months
+1.62%
YTD
+5.70%
1 Year
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHEIX 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
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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

This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+4.75%
vs Peers
+0.95%

LHEIX Mutual Fund Performance

LHEIX performance across multiple time periods: 1-month 1.01%, YTD 5.70%, 1-year 7.16%.

LHEIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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