LIYKX Mutual Fund

LIYKX Mutual Fund

NAV$13.64
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Returns Overview

1 Month
-0.67%
3 Months
+3.59%
6 Months
+8.06%
YTD
+10.59%
1 Year
+22.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIYKX 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)
+10.59%
Peer Avg (YTD)
+5.54%
vs Peers
+5.05%

LIYKX Mutual Fund Performance

LIYKX performance across multiple time periods: 1-month -0.67%, YTD 10.59%, 1-year 22.40%.

LIYKX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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