LHCVX Mutual Fund

LHCVX Mutual Fund

NAV$23.41
See how much of LHCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.77%
3 Months
+1.84%
6 Months
+12.15%
YTD
+6.70%
1 Year
+20.32%
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 LHCVX 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
PROUpgrade to run

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%

LHCVX Mutual Fund Performance

LHCVX performance across multiple time periods: 1-month -0.77%, YTD 6.70%, 1-year 20.32%, 3-year 11.75%, 5-year 3.92%.

LHCVX 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.

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