LHYFX Mutual Fund

LHYFX Mutual Fund

NAV$6.24
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Returns Overview

1 Month
-1.04%
3 Months
-0.62%
6 Months
-0.69%
YTD
+1.25%
1 Year
+4.88%
3 Years (annualized)
+7.42%
5 Years (annualized)
+1.71%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYFX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.12%
vs Peers
+1.13%

LHYFX Mutual Fund Performance

LHYFX performance across multiple time periods: 1-month -1.04%, YTD 1.25%, 1-year 4.88%, 3-year 7.42%, 5-year 1.71%, 10-year 4.05%.

LHYFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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