LSYSX Mutual Fund

LSYSX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+1.14%
3 Months
+0.52%
6 Months
+0.07%
YTD
+2.18%
1 Year
+5.67%
3 Years (annualized)
+8.17%
5 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYSX 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
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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)
+2.18%
Peer Avg (YTD)
+0.12%
vs Peers
+2.06%

LSYSX Mutual Fund Performance

LSYSX performance across multiple time periods: 1-month 1.14%, YTD 2.18%, 1-year 5.67%, 3-year 8.17%, 5-year 5.07%.

LSYSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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