LHEIX Mutual Fund

LHEIX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
+1.70%
3 Months
+1.90%
6 Months
+1.29%
YTD
+7.49%
1 Year
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHEIX 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
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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)
+7.49%
Peer Avg (YTD)
+5.40%
vs Peers
+2.09%

LHEIX Mutual Fund Performance

LHEIX performance across multiple time periods: 1-month 1.70%, YTD 7.49%, 1-year 7.74%.

LHEIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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