LHYAX Mutual Fund

LHYAX Mutual Fund

NAV$6.03
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Returns Overview

1 Month
-2.15%
3 Months
-2.00%
6 Months
+0.25%
YTD
-1.67%
1 Year
-0.95%
3 Years (annualized)
+6.58%
5 Years (annualized)
+1.74%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-1.67%
Peer Avg (YTD)
+0.50%
vs Peers
-2.17%

LHYAX Mutual Fund Performance

LHYAX performance across multiple time periods: 1-month -2.15%, YTD -1.67%, 1-year -0.95%, 3-year 6.58%, 5-year 1.74%, 10-year 3.87%.

LHYAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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