LIYIX Mutual Fund

LIYIX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
-1.34%
3 Months
-0.23%
6 Months
+3.36%
YTD
+10.34%
1 Year
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIYIX 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
PROUpgrade to run
🏦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)
+10.34%
Peer Avg (YTD)
+5.30%
vs Peers
+5.04%

LIYIX Mutual Fund Performance

LIYIX performance across multiple time periods: 1-month -1.34%, YTD 10.34%, 1-year 12.44%.

LIYIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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