LHCFX Mutual Fund

NAV$23.46

Returns Overview

1 Month
+7.33%
3 Months
+10.10%
6 Months
+4.60%
YTD
+4.69%
1 Year
+27.60%
3 Years (annualized)
+9.37%
5 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+7.57%
vs Peers
-2.88%

LHCFX Mutual Fund Performance

LHCFX performance across multiple time periods: 1-month 7.33%, YTD 4.69%, 1-year 27.60%, 3-year 9.37%, 5-year 5.88%.

LHCFX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

LHCFX performance comparison shows side-by-side returns with another fund. LHCFX alternatives are available in the Mutual Fund Screener.