LYRIX Mutual Fund

NAV$34.23

Returns Overview

1 Month
+2.05%
3 Months
+22.56%
6 Months
+14.07%
YTD
+13.17%
1 Year
+20.30%
3 Years (annualized)
+20.57%
5 Years (annualized)
+11.32%
10 Years (annualized)
+13.80%

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

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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)
+13.17%
Peer Avg (YTD)
+10.82%
vs Peers
+2.35%

LYRIX Mutual Fund Performance

LYRIX performance across multiple time periods: 1-month 2.05%, YTD 13.17%, 1-year 20.30%, 3-year 20.57%, 5-year 11.32%, 10-year 13.80%.

LYRIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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