LHYSX Mutual Fund

LHYSX Mutual Fund

NAV$6.04
See how much of LHYSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.05%
3 Months
+0.40%
6 Months
+0.78%
YTD
+2.23%
1 Year
+4.54%
3 Years (annualized)
+6.54%
5 Years (annualized)
+1.79%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYSX 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)
+2.23%
Peer Avg (YTD)
+2.15%
vs Peers
+0.08%

LHYSX Mutual Fund Performance

LHYSX performance across multiple time periods: 1-month 1.05%, YTD 2.23%, 1-year 4.54%, 3-year 6.54%, 5-year 1.79%, 10-year 2.20%.

LHYSX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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