LSHCX Mutual Fund

LSHCX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
-6.72%
3 Months
-7.60%
6 Months
+13.34%
YTD
+33.94%
1 Year
+21.47%
3 Years (annualized)
+25.53%
5 Years (annualized)
+14.07%
10 Years (annualized)
+16.79%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+33.94%
Peer Avg (YTD)
+19.98%
vs Peers
+13.96%

LSHCX Mutual Fund Performance

LSHCX performance across multiple time periods: 1-month -6.72%, YTD 33.94%, 1-year 21.47%, 3-year 25.53%, 5-year 14.07%, 10-year 16.79%.

LSHCX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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