LHYQX Mutual Fund

LHYQX Mutual Fund

NAV$6.04
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Returns Overview

1 Month
-1.15%
3 Months
-2.47%
6 Months
-3.14%
YTD
-3.13%
1 Year
-2.42%
3 Years (annualized)
+5.08%
5 Years (annualized)
-0.23%
10 Years (annualized)
+2.35%

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
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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)
-3.13%
Peer Avg (YTD)
+1.93%
vs Peers
-5.05%

LHYQX Mutual Fund Performance

LHYQX performance across multiple time periods: 1-month -1.15%, YTD -3.13%, 1-year -2.42%, 3-year 5.08%, 5-year -0.23%, 10-year 2.35%.

LHYQX returns trail the peer average of 1.93% 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.