LSHNX Mutual Fund

LSHNX Mutual Fund

NAV$3.65
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Returns Overview

1 Month
+0.33%
3 Months
+2.55%
6 Months
+2.37%
YTD
+2.37%
1 Year
+7.04%
3 Years (annualized)
+9.23%
5 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHNX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+3.23%
vs Peers
-0.85%

LSHNX Mutual Fund Performance

LSHNX performance across multiple time periods: 1-month 0.33%, YTD 2.37%, 1-year 7.04%, 3-year 9.23%, 5-year 3.04%.

LSHNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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