LBHYX Mutual Fund

LBHYX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
-0.20%
3 Months
+0.62%
6 Months
+0.77%
YTD
+1.19%
1 Year
+5.10%
3 Years (annualized)
+7.23%
5 Years (annualized)
+3.49%
10 Years (annualized)
+4.32%

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
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)
+1.19%
Peer Avg (YTD)
+0.12%
vs Peers
+1.07%

LBHYX Mutual Fund Performance

LBHYX performance across multiple time periods: 1-month -0.20%, YTD 1.19%, 1-year 5.10%, 3-year 7.23%, 5-year 3.49%, 10-year 4.32%.

LBHYX returns outperform the peer average of 0.12% 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.