LSHEX Mutual Fund

NAV$32.90

Returns Overview

1 Month
-3.97%
3 Months
-7.17%
6 Months
+13.41%
YTD
+29.43%
1 Year
+21.30%
3 Years (annualized)
+29.76%
5 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSHEX 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)
+29.43%
Peer Avg (YTD)
+14.02%
vs Peers
+15.40%

LSHEX Mutual Fund Performance

LSHEX performance across multiple time periods: 1-month -3.97%, YTD 29.43%, 1-year 21.30%, 3-year 29.76%, 5-year 14.02%.

LSHEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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