LHYTX Mutual Fund

LHYTX Mutual Fund

NAV$6.26
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Returns Overview

1 Month
-0.87%
3 Months
-0.59%
6 Months
-0.48%
YTD
+1.49%
1 Year
+5.17%
3 Years (annualized)
+7.59%
5 Years (annualized)
+1.92%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYTX 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)
+1.49%
Peer Avg (YTD)
+0.12%
vs Peers
+1.37%

LHYTX Mutual Fund Performance

LHYTX performance across multiple time periods: 1-month -0.87%, YTD 1.49%, 1-year 5.17%, 3-year 7.59%, 5-year 1.92%, 10-year 4.66%.

LHYTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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