LHYVX Mutual Fund

LHYVX Mutual Fund

NAV$6.09
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Returns Overview

1 Month
+1.08%
3 Months
+0.49%
6 Months
+0.93%
YTD
+2.47%
1 Year
+4.75%
3 Years (annualized)
+6.85%
5 Years (annualized)
+2.12%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LHYVX 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)
+2.47%
Peer Avg (YTD)
+2.15%
vs Peers
+0.32%

LHYVX Mutual Fund Performance

LHYVX performance across multiple time periods: 1-month 1.08%, YTD 2.47%, 1-year 4.75%, 3-year 6.85%, 5-year 2.12%, 10-year 1.74%.

LHYVX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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