LHMIX Mutual Fund

LHMIX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
-2.23%
3 Months
-0.25%
6 Months
+0.41%
YTD
+0.90%
1 Year
+6.98%
3 Years (annualized)
+2.99%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHMIX 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
Bloomberg Barclays Massachusetts Municipal(^BBMSMU)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+0.23%
vs Peers
+0.67%

LHMIX Mutual Fund Performance

LHMIX performance across multiple time periods: 1-month -2.23%, YTD 0.90%, 1-year 6.98%, 3-year 2.99%, 5-year -0.14%, 10-year 1.18%.

LHMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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