LHMIX Mutual Fund

LHMIX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
+1.09%
3 Months
+3.33%
6 Months
+3.20%
YTD
+3.20%
1 Year
+8.59%
3 Years (annualized)
+3.81%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.39%

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)
+3.20%
Peer Avg (YTD)
+1.79%
vs Peers
+1.42%

LHMIX Mutual Fund Performance

LHMIX performance across multiple time periods: 1-month 1.09%, YTD 3.20%, 1-year 8.59%, 3-year 3.81%, 5-year 0.47%, 10-year 1.39%.

LHMIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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