LHYFX Mutual Fund

LHYFX Mutual Fund

NAV$6.04
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Returns Overview

1 Month
+1.06%
3 Months
+0.44%
6 Months
+0.68%
YTD
+2.33%
1 Year
+4.53%
3 Years (annualized)
+6.67%
5 Years (annualized)
+1.82%
10 Years (annualized)
+3.96%

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
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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)
+2.33%
Peer Avg (YTD)
+2.15%
vs Peers
+0.18%

LHYFX Mutual Fund Performance

LHYFX performance across multiple time periods: 1-month 1.06%, YTD 2.33%, 1-year 4.53%, 3-year 6.67%, 5-year 1.82%, 10-year 3.96%.

LHYFX returns outperform the peer average of 2.15% 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.