LSHUX Mutual Fund

LSHUX Mutual Fund

NAV$29.70
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Returns Overview

1 Month
-6.65%
3 Months
-7.36%
6 Months
+13.91%
YTD
+34.70%
1 Year
+22.68%
3 Years (annualized)
+26.80%
5 Years (annualized)
+15.21%
10 Years (annualized)
+17.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+34.70%
Peer Avg (YTD)
+19.98%
vs Peers
+14.72%

LSHUX Mutual Fund Performance

LSHUX performance across multiple time periods: 1-month -6.65%, YTD 34.70%, 1-year 22.68%, 3-year 26.80%, 5-year 15.21%, 10-year 17.88%.

LSHUX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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