LYRIX Mutual Fund

LYRIX Mutual Fund

NAV$34.06
See how much of LYRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.85%
3 Months
+11.73%
6 Months
+16.42%
YTD
+15.26%
1 Year
+23.47%
3 Years (annualized)
+19.52%
5 Years (annualized)
+11.83%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.26%
Peer Avg (YTD)
+9.54%
vs Peers
+5.72%

LYRIX Mutual Fund Performance

LYRIX performance across multiple time periods: 1-month 1.85%, YTD 15.26%, 1-year 23.47%, 3-year 19.52%, 5-year 11.83%, 10-year 11.74%.

LYRIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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