LYRZX Mutual Fund

LYRZX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
+4.80%
3 Months
+13.01%
6 Months
+15.95%
YTD
+21.96%
1 Year
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRZX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+21.96%
Peer Avg (YTD)
+10.01%
vs Peers
+11.96%

LYRZX Mutual Fund Performance

LYRZX performance across multiple time periods: 1-month 4.80%, YTD 21.96%, 1-year 10.68%.

LYRZX returns outperform the peer average of 10.01% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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