LIHPX Mutual Fund

LIHPX Mutual Fund

NAV$28.23
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Returns Overview

1 Month
+2.25%
3 Months
+1.44%
6 Months
+7.04%
YTD
+11.46%
1 Year
+18.41%
3 Years (annualized)
+17.30%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIHPX 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)
+11.46%
Peer Avg (YTD)
+8.76%
vs Peers
+2.70%

LIHPX Mutual Fund Performance

LIHPX performance across multiple time periods: 1-month 2.25%, YTD 11.46%, 1-year 18.41%, 3-year 17.30%, 5-year 8.65%, 10-year 10.68%.

LIHPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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