LIYKX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
-0.15%
3 Months
+13.80%
6 Months
+12.17%
YTD
+11.33%
1 Year
+24.36%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+5.87%
vs Peers
+5.47%

LIYKX Mutual Fund Performance

LIYKX performance across multiple time periods: 1-month -0.15%, YTD 11.33%, 1-year 24.36%.

LIYKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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