LHCVX Mutual Fund

NAV$23.78

Returns Overview

1 Month
+3.21%
3 Months
+9.79%
6 Months
+3.12%
YTD
+4.16%
1 Year
+27.76%
3 Years (annualized)
+9.53%
5 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHCVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+7.57%
vs Peers
-3.41%

LHCVX Mutual Fund Performance

LHCVX performance across multiple time periods: 1-month 3.21%, YTD 4.16%, 1-year 27.76%, 3-year 9.53%, 5-year 6.02%.

LHCVX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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