LZHYX Mutual Fund

NAV$18.58

Returns Overview

1 Month
-0.43%
3 Months
+1.35%
6 Months
+1.61%
YTD
+1.66%
1 Year
+5.68%
3 Years (annualized)
+7.73%
5 Years (annualized)
+3.07%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZHYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Ice Bank of America Merrill Lynch Bb-B Us Cash Pay Non-Distressed High Yield(A) Index
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+3.23%
vs Peers
-1.57%

LZHYX Mutual Fund Performance

LZHYX performance across multiple time periods: 1-month -0.43%, YTD 1.66%, 1-year 5.68%, 3-year 7.73%, 5-year 3.07%, 10-year 4.09%.

LZHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

LZHYX performance comparison shows side-by-side returns with another fund. LZHYX alternatives are available in the Mutual Fund Screener.