LHCQX Mutual Fund

NAV$23.20

Returns Overview

1 Month
+7.29%
3 Months
+9.99%
6 Months
+4.33%
YTD
+4.47%
1 Year
+26.96%
3 Years (annualized)
+8.83%
5 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCQX 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)
+4.47%
Peer Avg (YTD)
+7.57%
vs Peers
-3.10%

LHCQX Mutual Fund Performance

LHCQX performance across multiple time periods: 1-month 7.29%, YTD 4.47%, 1-year 26.96%, 3-year 8.83%, 5-year 5.38%.

LHCQX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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