LZHOX Mutual Fund

NAV$18.68

Returns Overview

1 Month
-0.48%
3 Months
+1.31%
6 Months
+1.51%
YTD
+1.51%
1 Year
+5.47%
3 Years (annualized)
+7.47%
5 Years (annualized)
+2.91%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZHOX 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
Ice Bank of America Merrill Lynch Bb-B Us Cash Pay Non-Distressed High Yield(A) Index
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+3.23%
vs Peers
-1.72%

LZHOX Mutual Fund Performance

LZHOX performance across multiple time periods: 1-month -0.48%, YTD 1.51%, 1-year 5.47%, 3-year 7.47%, 5-year 2.91%, 10-year 4.00%.

LZHOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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