LYFIX Mutual Fund

LYFIX Mutual Fund

NAV$18.59
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Returns Overview

1 Month
+2.23%
3 Months
+2.40%
6 Months
+15.53%
YTD
+16.27%
1 Year
+23.74%
3 Years (annualized)
+19.61%
5 Years (annualized)
+9.66%

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
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📉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)
+16.27%
Peer Avg (YTD)
+12.41%
vs Peers
+3.86%

LYFIX Mutual Fund Performance

LYFIX performance across multiple time periods: 1-month 2.23%, YTD 16.27%, 1-year 23.74%, 3-year 19.61%, 5-year 9.66%.

LYFIX returns outperform the peer average of 12.41% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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