NYLIX Mutual Fund

NYLIX Mutual Fund

NAV$10.24
See how much of NYLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.26%
3 Months
-1.84%
6 Months
-2.23%
YTD
-1.50%
1 Year
-1.66%
3 Years (annualized)
+3.76%
5 Years (annualized)
-1.03%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NYLIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.50%
Peer Avg (YTD)
-0.87%
vs Peers
-0.64%

NYLIX Mutual Fund Performance

NYLIX performance across multiple time periods: 1-month 3.26%, YTD -1.50%, 1-year -1.66%, 3-year 3.76%, 5-year -1.03%, 10-year 1.10%.

NYLIX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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