LSHUX Mutual Fund

LSHUX Mutual Fund

NAV$32.92
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Returns Overview

1 Month
+9.30%
3 Months
-5.24%
6 Months
+44.29%
YTD
+40.11%
1 Year
+21.38%
3 Years (annualized)
+29.82%
5 Years (annualized)
+13.77%
10 Years (annualized)
+17.82%

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)
+40.11%
Peer Avg (YTD)
+14.02%
vs Peers
+26.09%

LSHUX Mutual Fund Performance

LSHUX performance across multiple time periods: 1-month 9.30%, YTD 40.11%, 1-year 21.38%, 3-year 29.82%, 5-year 13.77%, 10-year 17.82%.

LSHUX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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