LYRBX Mutual Fund

NAV$33.90

Returns Overview

1 Month
+2.07%
3 Months
+22.46%
6 Months
+13.94%
YTD
+13.07%
1 Year
+20.00%
3 Years (annualized)
+20.80%
5 Years (annualized)
+10.26%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRBX 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
PROUpgrade to run

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 Index(SPX)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+10.82%
vs Peers
+2.26%

LYRBX Mutual Fund Performance

LYRBX performance across multiple time periods: 1-month 2.07%, YTD 13.07%, 1-year 20.00%, 3-year 20.80%, 5-year 10.26%, 10-year 11.22%.

LYRBX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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