LSHCX Mutual Fund

LSHCX Mutual Fund

NAV$25.22
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Returns Overview

1 Month
-11.05%
3 Months
-20.67%
6 Months
-25.02%
YTD
+10.60%
1 Year
+19.13%
3 Years (annualized)
+28.39%
5 Years (annualized)
+20.02%
10 Years (annualized)
+20.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHCX 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)
+10.60%
Peer Avg (YTD)
+19.29%
vs Peers
-8.69%

LSHCX Mutual Fund Performance

LSHCX performance across multiple time periods: 1-month -11.05%, YTD 10.60%, 1-year 19.13%, 3-year 28.39%, 5-year 20.02%, 10-year 20.51%.

LSHCX returns trail the peer average of 19.29% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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