LBHYX Mutual Fund

LBHYX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-2.44%
3 Months
-1.61%
6 Months
+0.69%
YTD
+0.22%
1 Year
+1.72%
3 Years (annualized)
-32.46%
5 Years (annualized)
-21.63%
10 Years (annualized)
-9.33%

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
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📉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)
+0.22%
Peer Avg (YTD)
+0.50%
vs Peers
-0.28%

LBHYX Mutual Fund Performance

LBHYX performance across multiple time periods: 1-month -2.44%, YTD 0.22%, 1-year 1.72%, 3-year -32.46%, 5-year -21.63%, 10-year -9.33%.

LBHYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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