LHYSX Mutual Fund

LHYSX Mutual Fund

NAV$6.18
See how much of LHYSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.90%
3 Months
-0.64%
6 Months
-0.74%
YTD
+1.17%
1 Year
+4.73%
3 Years (annualized)
+7.32%
5 Years (annualized)
+2.53%
10 Years (annualized)
+4.40%

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)
+1.17%
Peer Avg (YTD)
+0.12%
vs Peers
+1.05%

LHYSX Mutual Fund Performance

LHYSX performance across multiple time periods: 1-month -0.90%, YTD 1.17%, 1-year 4.73%, 3-year 7.32%, 5-year 2.53%, 10-year 4.40%.

LHYSX returns outperform the peer average of 0.12% 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.