LSYTX Mutual Fund

LSYTX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
-2.05%
3 Months
-1.31%
6 Months
+1.24%
YTD
-0.55%
1 Year
+2.68%
3 Years (annualized)
+7.27%
5 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYTX 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)
-0.55%
Peer Avg (YTD)
+0.50%
vs Peers
-1.05%

LSYTX Mutual Fund Performance

LSYTX performance across multiple time periods: 1-month -2.05%, YTD -0.55%, 1-year 2.68%, 3-year 7.27%, 5-year 4.60%.

LSYTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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