LBHIX Mutual Fund

LBHIX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-2.42%
3 Months
-1.55%
6 Months
+0.82%
YTD
+0.46%
1 Year
+1.80%
3 Years (annualized)
-32.28%
5 Years (annualized)
-21.42%
10 Years (annualized)
-9.11%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Bond Index
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+0.50%
vs Peers
-0.03%

LBHIX Mutual Fund Performance

LBHIX performance across multiple time periods: 1-month -2.42%, YTD 0.46%, 1-year 1.80%, 3-year -32.28%, 5-year -21.42%, 10-year -9.11%.

LBHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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