LHYTX Mutual Fund

LHYTX Mutual Fund

NAV$6.02
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Returns Overview

1 Month
-0.56%
3 Months
-2.37%
6 Months
-2.95%
YTD
-2.69%
1 Year
-2.09%
3 Years (annualized)
+5.50%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.31%

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
PROUpgrade to run
🏦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)
-2.69%
Peer Avg (YTD)
+1.93%
vs Peers
-4.62%

LHYTX Mutual Fund Performance

LHYTX performance across multiple time periods: 1-month -0.56%, YTD -2.69%, 1-year -2.09%, 3-year 5.50%, 5-year 0.21%, 10-year 1.31%.

LHYTX returns trail the peer average of 1.93% 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.