LYFAX Mutual Fund

LYFAX Mutual Fund

NAV$16.68
See how much of LYFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.56%
3 Months
-3.78%
6 Months
+13.21%
YTD
+13.50%
1 Year
+33.87%
3 Years (annualized)
+13.29%
5 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.50%
Peer Avg (YTD)
+8.76%
vs Peers
+4.74%

LYFAX Mutual Fund Performance

LYFAX performance across multiple time periods: 1-month -5.56%, YTD 13.50%, 1-year 33.87%, 3-year 13.29%, 5-year 8.32%.

LYFAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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