LIHAX Mutual Fund

LIHAX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
-0.07%
3 Months
+11.57%
6 Months
+10.44%
YTD
+9.80%
1 Year
+20.75%
3 Years (annualized)
+16.88%
5 Years (annualized)
+8.94%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIHAX 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

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+7.64%
vs Peers
+2.16%

LIHAX Mutual Fund Performance

LIHAX performance across multiple time periods: 1-month -0.07%, YTD 9.80%, 1-year 20.75%, 3-year 16.88%, 5-year 8.94%, 10-year 11.17%.

LIHAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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