LYRIX Mutual Fund

LYRIX Mutual Fund

NAV$33.69
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Returns Overview

1 Month
-3.39%
3 Months
-1.40%
6 Months
+20.85%
YTD
+11.58%
1 Year
+14.68%
3 Years (annualized)
+19.83%
5 Years (annualized)
+11.17%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRIX 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)
+11.58%
Peer Avg (YTD)
+6.72%
vs Peers
+4.86%

LYRIX Mutual Fund Performance

LYRIX performance across multiple time periods: 1-month -3.39%, YTD 11.58%, 1-year 14.68%, 3-year 19.83%, 5-year 11.17%, 10-year 11.53%.

LYRIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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