LSYQX Mutual Fund

LSYQX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-0.45%
3 Months
+0.45%
6 Months
-0.01%
YTD
+2.05%
1 Year
+5.42%
3 Years (annualized)
+7.91%
5 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYQX 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)
+2.05%
Peer Avg (YTD)
+0.12%
vs Peers
+1.93%

LSYQX Mutual Fund Performance

LSYQX performance across multiple time periods: 1-month -0.45%, YTD 2.05%, 1-year 5.42%, 3-year 7.91%, 5-year 3.87%.

LSYQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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