LSYCX Mutual Fund

LSYCX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
-2.12%
3 Months
-1.53%
6 Months
+0.86%
YTD
-1.00%
1 Year
+1.76%
3 Years (annualized)
+6.49%
5 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYCX 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 HY US Corporate Cash Pay BBB 15Yrs USD(^ICEBAHYUSCCPBBBYUSD)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+0.50%
vs Peers
-1.49%

LSYCX Mutual Fund Performance

LSYCX performance across multiple time periods: 1-month -2.12%, YTD -1.00%, 1-year 1.76%, 3-year 6.49%, 5-year 3.67%.

LSYCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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