LZHOX Mutual Fund

LZHOX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-0.01%
3 Months
+0.39%
6 Months
+1.43%
YTD
+1.98%
1 Year
+5.65%
3 Years (annualized)
+7.31%
5 Years (annualized)
+2.93%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZHOX 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 Bank of America Merrill Lynch Bb-B Us Cash Pay Non-Distressed High Yield(A) Index
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+0.12%
vs Peers
+1.86%

LZHOX Mutual Fund Performance

LZHOX performance across multiple time periods: 1-month -0.01%, YTD 1.98%, 1-year 5.65%, 3-year 7.31%, 5-year 2.93%, 10-year 3.88%.

LZHOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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