LIYIX Mutual Fund

LIYIX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
+2.79%
3 Months
+1.87%
6 Months
+9.04%
YTD
+13.68%
1 Year
+21.99%

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)
+13.68%
Peer Avg (YTD)
+6.28%
vs Peers
+7.40%

LIYIX Mutual Fund Performance

LIYIX performance across multiple time periods: 1-month 2.79%, YTD 13.68%, 1-year 21.99%.

LIYIX returns outperform the peer average of 6.28% 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.