LIHIX Mutual Fund

LIHIX Mutual Fund

NAV$28.44
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Returns Overview

1 Month
+2.31%
3 Months
+1.50%
6 Months
+7.19%
YTD
+11.62%
1 Year
+18.73%
3 Years (annualized)
+17.59%
5 Years (annualized)
+8.92%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIHIX 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)
+11.62%
Peer Avg (YTD)
+8.76%
vs Peers
+2.86%

LIHIX Mutual Fund Performance

LIHIX performance across multiple time periods: 1-month 2.31%, YTD 11.62%, 1-year 18.73%, 3-year 17.59%, 5-year 8.92%, 10-year 11.21%.

LIHIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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