LYFIX Mutual Fund

LYFIX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-5.52%
3 Months
-3.70%
6 Months
+13.38%
YTD
+13.73%
1 Year
+34.29%
3 Years (annualized)
+13.54%
5 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+8.76%
vs Peers
+4.97%

LYFIX Mutual Fund Performance

LYFIX performance across multiple time periods: 1-month -5.52%, YTD 13.73%, 1-year 34.29%, 3-year 13.54%, 5-year 9.48%.

LYFIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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