LHIAX Mutual Fund

LHIAX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+2.57%
3 Months
-2.15%
6 Months
-1.69%
YTD
+0.23%
1 Year
+0.60%
3 Years (annualized)
+7.67%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.83%

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
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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 High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
-0.87%
vs Peers
+1.09%

LHIAX Mutual Fund Performance

LHIAX performance across multiple time periods: 1-month 2.57%, YTD 0.23%, 1-year 0.60%, 3-year 7.67%, 5-year -0.05%, 10-year 1.83%.

LHIAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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