LBHYX Mutual Fund

LBHYX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
+1.05%
3 Months
+1.14%
6 Months
+2.01%
YTD
+2.26%
1 Year
+5.05%
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
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)
+2.26%
Peer Avg (YTD)
+2.15%
vs Peers
+0.10%

LBHYX Mutual Fund Performance

LBHYX performance across multiple time periods: 1-month 1.05%, YTD 2.26%, 1-year 5.05%, 3-year -32.46%, 5-year -21.63%, 10-year -9.33%.

LBHYX returns outperform the peer average of 2.15% 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.