LHYQX Mutual Fund

LHYQX Mutual Fund

NAV$6.28
See how much of LHYQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.92%
3 Months
-0.69%
6 Months
-0.68%
YTD
+0.98%
1 Year
+4.38%
3 Years (annualized)
+6.95%
5 Years (annualized)
+1.39%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYQX 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)
+0.98%
Peer Avg (YTD)
+0.12%
vs Peers
+0.86%

LHYQX Mutual Fund Performance

LHYQX performance across multiple time periods: 1-month -0.92%, YTD 0.98%, 1-year 4.38%, 3-year 6.95%, 5-year 1.39%, 10-year 3.64%.

LHYQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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