LIHKX Mutual Fund

NAV$29.05
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Returns Overview

1 Month
-0.04%
3 Months
+11.65%
6 Months
+10.61%
YTD
+9.97%
1 Year
+21.11%
3 Years (annualized)
+17.23%
5 Years (annualized)
+9.28%
10 Years (annualized)
+11.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+7.64%
vs Peers
+2.33%

LIHKX Mutual Fund Performance

LIHKX performance across multiple time periods: 1-month -0.04%, YTD 9.97%, 1-year 21.11%, 3-year 17.23%, 5-year 9.28%, 10-year 11.50%.

LIHKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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