LYFIX Mutual Fund

NAV$18.77

Returns Overview

1 Month
+12.27%
3 Months
+17.73%
6 Months
+17.36%
YTD
+18.10%
1 Year
+54.67%
3 Years (annualized)
+13.38%
5 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Health Care Sector Total Return Index
This Mutual Fund (YTD)
+18.10%
Peer Avg (YTD)
+7.57%
vs Peers
+10.53%

LYFIX Mutual Fund Performance

LYFIX performance across multiple time periods: 1-month 12.27%, YTD 18.10%, 1-year 54.67%, 3-year 13.38%, 5-year 8.75%.

LYFIX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

LYFIX performance comparison shows side-by-side returns with another fund. LYFIX alternatives are available in the Mutual Fund Screener.