LYFAX Mutual Fund

LYFAX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+2.24%
3 Months
+2.36%
6 Months
+15.39%
YTD
+16.05%
1 Year
+23.44%
3 Years (annualized)
+19.39%
5 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFAX 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
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🏦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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.05%
Peer Avg (YTD)
+12.41%
vs Peers
+3.64%

LYFAX Mutual Fund Performance

LYFAX performance across multiple time periods: 1-month 2.24%, YTD 16.05%, 1-year 23.44%, 3-year 19.39%, 5-year 8.50%.

LYFAX returns outperform the peer average of 12.41% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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