LSHAX Mutual Fund

LSHAX Mutual Fund

NAV$28.83
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Returns Overview

1 Month
-10.95%
3 Months
-20.48%
6 Months
-24.72%
YTD
+11.26%
1 Year
+7.70%
3 Years (annualized)
+16.12%
5 Years (annualized)
+13.27%
10 Years (annualized)
+16.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+19.29%
vs Peers
-8.03%

LSHAX Mutual Fund Performance

LSHAX performance across multiple time periods: 1-month -10.95%, YTD 11.26%, 1-year 7.70%, 3-year 16.12%, 5-year 13.27%, 10-year 16.81%.

LSHAX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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