LSHUX Mutual Fund

LSHUX Mutual Fund

NAV$29.20
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Returns Overview

1 Month
-10.95%
3 Months
-20.47%
6 Months
-24.64%
YTD
+11.42%
1 Year
+7.94%
3 Years (annualized)
+16.42%
5 Years (annualized)
+13.17%
10 Years (annualized)
+16.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHUX 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)
+11.42%
Peer Avg (YTD)
+19.29%
vs Peers
-7.87%

LSHUX Mutual Fund Performance

LSHUX performance across multiple time periods: 1-month -10.95%, YTD 11.42%, 1-year 7.94%, 3-year 16.42%, 5-year 13.17%, 10-year 16.37%.

LSHUX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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