LYRAX Mutual Fund

LYRAX Mutual Fund

NAV$33.76
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Returns Overview

1 Month
+1.80%
3 Months
+11.66%
6 Months
+16.25%
YTD
+15.09%
1 Year
+23.15%
3 Years (annualized)
+19.23%
5 Years (annualized)
+11.55%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRAX 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 Index(SPX)
This Mutual Fund (YTD)
+15.09%
Peer Avg (YTD)
+9.54%
vs Peers
+5.55%

LYRAX Mutual Fund Performance

LYRAX performance across multiple time periods: 1-month 1.80%, YTD 15.09%, 1-year 23.15%, 3-year 19.23%, 5-year 11.55%, 10-year 11.45%.

LYRAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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