LHIAX Mutual Fund

LHIAX Mutual Fund

NAV$9.09
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.37%
3 Months
+3.91%
6 Months
+4.25%
YTD
+4.25%
1 Year
+9.24%
3 Years (annualized)
+6.11%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHIAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+1.79%
vs Peers
+2.46%

LHIAX Mutual Fund Performance

LHIAX performance across multiple time periods: 1-month 1.37%, YTD 4.25%, 1-year 9.24%, 3-year 6.11%, 5-year 0.62%, 10-year 2.42%.

LHIAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

LHIAX performance comparison shows side-by-side returns with another fund. LHIAX alternatives are available in the Mutual Fund Screener.