LYRBX Mutual Fund

LYRBX Mutual Fund

NAV$33.35
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Returns Overview

1 Month
-3.40%
3 Months
-1.47%
6 Months
+20.65%
YTD
+11.41%
1 Year
+14.40%
3 Years (annualized)
+20.10%
5 Years (annualized)
+10.17%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRBX 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
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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 Index(SPX)
This Mutual Fund (YTD)
+11.41%
Peer Avg (YTD)
+6.72%
vs Peers
+4.69%

LYRBX Mutual Fund Performance

LYRBX performance across multiple time periods: 1-month -3.40%, YTD 11.41%, 1-year 14.40%, 3-year 20.10%, 5-year 10.17%, 10-year 10.85%.

LYRBX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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