LSHIX Mutual Fund

LSHIX Mutual Fund

NAV$5.91
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Returns Overview

1 Month
-0.17%
3 Months
+0.52%
6 Months
+1.21%
YTD
+2.10%
1 Year
+5.99%
3 Years (annualized)
+8.49%
5 Years (annualized)
+3.73%
10 Years (annualized)
+4.91%

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)
+2.10%
Peer Avg (YTD)
+0.12%
vs Peers
+1.98%

LSHIX Mutual Fund Performance

LSHIX performance across multiple time periods: 1-month -0.17%, YTD 2.10%, 1-year 5.99%, 3-year 8.49%, 5-year 3.73%, 10-year 4.91%.

LSHIX returns outperform the peer average of 0.12% 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.