USLYX Mutual Fund

USLYX Mutual Fund

NAV$55.32
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Returns Overview

1 Month
+3.13%
3 Months
+0.87%
6 Months
+0.26%
YTD
-2.05%
1 Year
-3.76%
3 Years (annualized)
+7.77%
5 Years (annualized)
+1.80%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USLYX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-2.05%
Peer Avg (YTD)
+6.23%
vs Peers
-8.29%

USLYX Mutual Fund Performance

USLYX performance across multiple time periods: 1-month 3.13%, YTD -2.05%, 1-year -3.76%, 3-year 7.77%, 5-year 1.80%, 10-year 10.90%.

USLYX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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