LSHAX Mutual Fund

NAV$32.17

Returns Overview

1 Month
+9.61%
3 Months
-3.80%
6 Months
+18.93%
YTD
+34.60%
1 Year
+21.05%
3 Years (annualized)
+29.45%
5 Years (annualized)
+13.85%
10 Years (annualized)
+18.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+34.60%
Peer Avg (YTD)
+14.02%
vs Peers
+20.58%

LSHAX Mutual Fund Performance

LSHAX performance across multiple time periods: 1-month 9.61%, YTD 34.60%, 1-year 21.05%, 3-year 29.45%, 5-year 13.85%, 10-year 18.25%.

LSHAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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