LEHAX Mutual Fund

LEHAX Mutual Fund

NAV$11.47
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Returns Overview

1 Month
-1.83%
3 Months
-0.15%
6 Months
+11.93%
YTD
+9.61%
1 Year
+13.16%
3 Years (annualized)
+17.24%
5 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEHAX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+7.09%
vs Peers
+2.53%

LEHAX Mutual Fund Performance

LEHAX performance across multiple time periods: 1-month -1.83%, YTD 9.61%, 1-year 13.16%, 3-year 17.24%, 5-year 8.58%.

LEHAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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