LBHYX Mutual Fund

NAV$16.89

Returns Overview

1 Month
+0.29%
3 Months
+2.34%
6 Months
+1.39%
YTD
+1.39%
1 Year
-73.70%
3 Years (annualized)
-32.25%
5 Years (annualized)
-21.64%
10 Years (annualized)
-9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBHYX 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

Benchmark
Bloomberg US Corporate High Yield Bond Index
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+3.23%
vs Peers
-1.83%

LBHYX Mutual Fund Performance

LBHYX performance across multiple time periods: 1-month 0.29%, YTD 1.39%, 1-year -73.70%, 3-year -32.25%, 5-year -21.64%, 10-year -9.05%.

LBHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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