LIHPX Mutual Fund

LIHPX Mutual Fund

NAV$28.38
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Returns Overview

1 Month
-1.92%
3 Months
-0.44%
6 Months
+11.09%
YTD
+9.32%
1 Year
+12.73%
3 Years (annualized)
+17.30%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIHPX 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)
+9.32%
Peer Avg (YTD)
+7.09%
vs Peers
+2.23%

LIHPX Mutual Fund Performance

LIHPX performance across multiple time periods: 1-month -1.92%, YTD 9.32%, 1-year 12.73%, 3-year 17.30%, 5-year 8.65%, 10-year 10.68%.

LIHPX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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