LSYAX Mutual Fund

LSYAX Mutual Fund

NAV$9.65
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.31%
3 Months
+2.55%
6 Months
+0.72%
YTD
+0.72%
1 Year
+3.42%
3 Years (annualized)
+7.42%
5 Years (annualized)
+4.34%

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
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
ICE BofA HY US Corporate Cash Pay BBB 15Yrs USD(^ICEBAHYUSCCPBBBYUSD)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+3.23%
vs Peers
-2.51%

LSYAX Mutual Fund Performance

LSYAX performance across multiple time periods: 1-month 0.31%, YTD 0.72%, 1-year 3.42%, 3-year 7.42%, 5-year 4.34%.

LSYAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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