LSYUX Mutual Fund

LSYUX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-1.07%
3 Months
-1.85%
6 Months
-2.01%
YTD
-1.57%
1 Year
-1.14%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.59%

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)
-1.57%
Peer Avg (YTD)
+1.93%
vs Peers
-3.50%

LSYUX Mutual Fund Performance

LSYUX performance across multiple time periods: 1-month -1.07%, YTD -1.57%, 1-year -1.14%, 3-year 5.36%, 5-year 2.59%.

LSYUX returns trail the peer average of 1.93% 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.