LHEAX Mutual Fund

LHEAX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
+1.70%
3 Months
+1.80%
6 Months
+1.20%
YTD
+7.17%
1 Year
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHEAX 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

This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+5.41%
vs Peers
+1.76%

LHEAX Mutual Fund Performance

LHEAX performance across multiple time periods: 1-month 1.70%, YTD 7.17%, 1-year 7.39%.

LHEAX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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