LEHIX Mutual Fund

LEHIX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-1.80%
3 Months
-0.12%
6 Months
+12.07%
YTD
+9.82%
1 Year
+13.41%
3 Years (annualized)
+17.51%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEHIX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+7.09%
vs Peers
+2.74%

LEHIX Mutual Fund Performance

LEHIX performance across multiple time periods: 1-month -1.80%, YTD 9.82%, 1-year 13.41%, 3-year 17.51%, 5-year 8.83%.

LEHIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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