LHCSX Mutual Fund

LHCSX Mutual Fund

NAV$22.98
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Returns Overview

1 Month
-0.79%
3 Months
+1.79%
6 Months
+11.98%
YTD
+6.45%
1 Year
+19.91%
3 Years (annualized)
+11.31%
5 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCSX 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)
+6.45%
Peer Avg (YTD)
+8.76%
vs Peers
-2.31%

LHCSX Mutual Fund Performance

LHCSX performance across multiple time periods: 1-month -0.79%, YTD 6.45%, 1-year 19.91%, 3-year 11.31%, 5-year 3.52%.

LHCSX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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