LZHYX Mutual Fund

LZHYX Mutual Fund

NAV$18.58
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Returns Overview

1 Month
-0.05%
3 Months
+0.39%
6 Months
+1.53%
YTD
+2.11%
1 Year
+5.89%
3 Years (annualized)
+7.88%
5 Years (annualized)
+3.50%
10 Years (annualized)
+4.22%

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

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)
+2.11%
Peer Avg (YTD)
+0.12%
vs Peers
+1.99%

LZHYX Mutual Fund Performance

LZHYX performance across multiple time periods: 1-month -0.05%, YTD 2.11%, 1-year 5.89%, 3-year 7.88%, 5-year 3.50%, 10-year 4.22%.

LZHYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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