LYFCX Mutual Fund

LYFCX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
-3.98%
3 Months
+12.56%
6 Months
+11.13%
YTD
+12.86%
1 Year
+49.52%
3 Years (annualized)
+8.67%
5 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFCX 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 Health Care Sector Total Return Index
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+6.74%
vs Peers
+6.11%

LYFCX Mutual Fund Performance

LYFCX performance across multiple time periods: 1-month -3.98%, YTD 12.86%, 1-year 49.52%, 3-year 8.67%, 5-year 7.51%.

LYFCX returns outperform the peer average of 6.74% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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