LSHEX Mutual Fund

LSHEX Mutual Fund

NAV$30.72
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Returns Overview

1 Month
-10.94%
3 Months
-20.49%
6 Months
-24.59%
YTD
+11.45%
1 Year
+18.32%
3 Years (annualized)
+21.85%
5 Years (annualized)
+16.61%
10 Years (annualized)
+17.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHEX 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)
+11.45%
Peer Avg (YTD)
+19.29%
vs Peers
-7.84%

LSHEX Mutual Fund Performance

LSHEX performance across multiple time periods: 1-month -10.94%, YTD 11.45%, 1-year 18.32%, 3-year 21.85%, 5-year 16.61%, 10-year 17.67%.

LSHEX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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