LSHIX Mutual Fund

LSHIX Mutual Fund

NAV$5.79
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Returns Overview

1 Month
+1.20%
3 Months
+1.37%
6 Months
+2.43%
YTD
+3.32%
1 Year
+5.45%
3 Years (annualized)
+8.93%
5 Years (annualized)
+3.86%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHIX 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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+2.15%
vs Peers
+1.17%

LSHIX Mutual Fund Performance

LSHIX performance across multiple time periods: 1-month 1.20%, YTD 3.32%, 1-year 5.45%, 3-year 8.93%, 5-year 3.86%, 10-year 4.82%.

LSHIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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