LIYAX Mutual Fund

LIYAX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
-0.22%
3 Months
+13.65%
6 Months
+12.03%
YTD
+11.19%
1 Year
+23.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIYAX 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

This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+5.87%
vs Peers
+5.32%

LIYAX Mutual Fund Performance

LIYAX performance across multiple time periods: 1-month -0.22%, YTD 11.19%, 1-year 23.98%.

LIYAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

LIYAX performance comparison shows side-by-side returns with another fund. LIYAX alternatives are available in the Mutual Fund Screener.