LHYOX Mutual Fund

LHYOX Mutual Fund

NAV$6.27
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Returns Overview

1 Month
-1.02%
3 Months
+0.01%
6 Months
-0.61%
YTD
+1.38%
1 Year
+5.10%
3 Years (annualized)
+7.70%
5 Years (annualized)
+2.01%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYOX 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)
+1.38%
Peer Avg (YTD)
+0.12%
vs Peers
+1.26%

LHYOX Mutual Fund Performance

LHYOX performance across multiple time periods: 1-month -1.02%, YTD 1.38%, 1-year 5.10%, 3-year 7.70%, 5-year 2.01%, 10-year 4.74%.

LHYOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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