LBHIX Mutual Fund

NAV$16.90

Returns Overview

1 Month
-0.71%
3 Months
-1.00%
6 Months
-1.80%
YTD
-1.74%
1 Year
-73.62%
3 Years (annualized)
-32.07%
5 Years (annualized)
-21.46%
10 Years (annualized)
-8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBHIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Bond Index
This Mutual Fund (YTD)
-1.74%
Peer Avg (YTD)
+3.23%
vs Peers
-4.97%

LBHIX Mutual Fund Performance

LBHIX performance across multiple time periods: 1-month -0.71%, YTD -1.74%, 1-year -73.62%, 3-year -32.07%, 5-year -21.46%, 10-year -8.83%.

LBHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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