LHYCX Mutual Fund

LHYCX Mutual Fund

NAV$6.01
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Returns Overview

1 Month
+1.00%
3 Months
+0.25%
6 Months
+0.52%
YTD
+1.98%
1 Year
+3.92%
3 Years (annualized)
+6.03%
5 Years (annualized)
+1.20%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYCX 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)
+1.98%
Peer Avg (YTD)
+2.15%
vs Peers
-0.17%

LHYCX Mutual Fund Performance

LHYCX performance across multiple time periods: 1-month 1.00%, YTD 1.98%, 1-year 3.92%, 3-year 6.03%, 5-year 1.20%, 10-year 3.27%.

LHYCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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