LIHAX Mutual Fund

LIHAX Mutual Fund

NAV$28.49
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Returns Overview

1 Month
-1.95%
3 Months
-0.48%
6 Months
+11.04%
YTD
+9.28%
1 Year
+12.71%
3 Years (annualized)
+17.29%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIHAX 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

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+7.10%
vs Peers
+2.18%

LIHAX Mutual Fund Performance

LIHAX performance across multiple time periods: 1-month -1.95%, YTD 9.28%, 1-year 12.71%, 3-year 17.29%, 5-year 8.65%, 10-year 10.92%.

LIHAX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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