LSHCX Mutual Fund

NAV$25.16

Returns Overview

1 Month
+9.20%
3 Months
-5.48%
6 Months
+43.58%
YTD
+39.42%
1 Year
+20.16%
3 Years (annualized)
+28.12%
5 Years (annualized)
+12.84%
10 Years (annualized)
+17.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHCX 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+39.42%
Peer Avg (YTD)
+14.02%
vs Peers
+25.40%

LSHCX Mutual Fund Performance

LSHCX performance across multiple time periods: 1-month 9.20%, YTD 39.42%, 1-year 20.16%, 3-year 28.12%, 5-year 12.84%, 10-year 17.76%.

LSHCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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