LHCOX Mutual Fund

LHCOX Mutual Fund

NAV$23.39
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Returns Overview

1 Month
-0.77%
3 Months
+1.88%
6 Months
+12.21%
YTD
+6.70%
1 Year
+20.33%
3 Years (annualized)
+11.75%
5 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCOX 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
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📉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 ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+8.76%
vs Peers
-2.06%

LHCOX Mutual Fund Performance

LHCOX performance across multiple time periods: 1-month -0.77%, YTD 6.70%, 1-year 20.33%, 3-year 11.75%, 5-year 3.92%.

LHCOX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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