USLYX Mutual Fund

USLYX Mutual Fund

NAV$57.30
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Returns Overview

1 Month
-1.77%
3 Months
+5.31%
6 Months
+11.97%
YTD
+0.02%
1 Year
+19.89%
3 Years (annualized)
+20.90%
5 Years (annualized)
+9.83%
10 Years (annualized)
+20.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USLYX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+8.68%
vs Peers
-8.66%

USLYX Mutual Fund Performance

USLYX performance across multiple time periods: 1-month -1.77%, YTD 0.02%, 1-year 19.89%, 3-year 20.90%, 5-year 9.83%, 10-year 20.05%.

USLYX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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