LSYAX Mutual Fund

LSYAX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+1.15%
3 Months
+1.03%
6 Months
+1.86%
YTD
+3.40%
1 Year
+5.51%
3 Years (annualized)
+7.10%
5 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYAX 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

Benchmark
ICE BofA HY US Corporate Cash Pay BBB 15Yrs USD(^ICEBAHYUSCCPBBBYUSD)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+2.15%
vs Peers
+1.25%

LSYAX Mutual Fund Performance

LSYAX performance across multiple time periods: 1-month 1.15%, YTD 3.40%, 1-year 5.51%, 3-year 7.10%, 5-year 4.41%.

LSYAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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