LHEIX Mutual Fund

NAV$9.85

Returns Overview

1 Month
-0.70%
3 Months
-0.60%
6 Months
+5.49%
YTD
+5.49%
1 Year
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHEIX 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
PROUpgrade to run

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

This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+3.47%
vs Peers
+2.01%

LHEIX Mutual Fund Performance

LHEIX performance across multiple time periods: 1-month -0.70%, YTD 5.49%, 1-year 7.28%.

LHEIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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