LHYRX Mutual Fund

NAV$6.24

Returns Overview

1 Month
-1.27%
3 Months
-1.73%
6 Months
-2.95%
YTD
-2.65%
1 Year
+3.09%
3 Years (annualized)
+6.59%
5 Years (annualized)
+1.69%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYRX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
+3.23%
vs Peers
-5.88%

LHYRX Mutual Fund Performance

LHYRX performance across multiple time periods: 1-month -1.27%, YTD -2.65%, 1-year 3.09%, 3-year 6.59%, 5-year 1.69%, 10-year 4.11%.

LHYRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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