LIYPX Mutual Fund

LIYPX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
-0.67%
3 Months
+3.53%
6 Months
+7.92%
YTD
+10.45%
1 Year
+22.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIYPX 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)
+10.45%
Peer Avg (YTD)
+5.54%
vs Peers
+4.91%

LIYPX Mutual Fund Performance

LIYPX performance across multiple time periods: 1-month -0.67%, YTD 10.45%, 1-year 22.06%.

LIYPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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