LNYAX Mutual Fund

LNYAX Mutual Fund

NAV$11.08
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.58%
3 Months
+1.55%
6 Months
+1.55%
YTD
+1.55%
1 Year
+5.10%
3 Years (annualized)
+2.94%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNYAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+1.79%
vs Peers
-0.24%

LNYAX Mutual Fund Performance

LNYAX performance across multiple time periods: 1-month 0.58%, YTD 1.55%, 1-year 5.10%, 3-year 2.94%, 5-year 0.52%, 10-year 1.36%.

LNYAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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