LIHKX Mutual Fund

LIHKX Mutual Fund

NAV$28.67
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Returns Overview

1 Month
+2.27%
3 Months
+1.49%
6 Months
+7.18%
YTD
+11.65%
1 Year
+18.76%
3 Years (annualized)
+17.64%
5 Years (annualized)
+8.97%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIHKX 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)
+11.65%
Peer Avg (YTD)
+8.76%
vs Peers
+2.89%

LIHKX Mutual Fund Performance

LIHKX performance across multiple time periods: 1-month 2.27%, YTD 11.65%, 1-year 18.76%, 3-year 17.64%, 5-year 8.97%, 10-year 11.26%.

LIHKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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