LSYUX Mutual Fund

LSYUX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-0.40%
3 Months
+0.50%
6 Months
+0.09%
YTD
+2.29%
1 Year
+5.93%
3 Years (annualized)
+8.49%
5 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYUX 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)
+2.29%
Peer Avg (YTD)
+0.12%
vs Peers
+2.17%

LSYUX Mutual Fund Performance

LSYUX performance across multiple time periods: 1-month -0.40%, YTD 2.29%, 1-year 5.93%, 3-year 8.49%, 5-year 4.40%.

LSYUX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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