USLYX Mutual Fund

NAV$55.95

Returns Overview

1 Month
-4.45%
3 Months
+6.33%
6 Months
-5.80%
YTD
-5.02%
1 Year
-7.24%
3 Years (annualized)
+2.81%
5 Years (annualized)
-0.87%
10 Years (annualized)
+9.67%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.02%
Peer Avg (YTD)
+8.97%
vs Peers
-13.99%

USLYX Mutual Fund Performance

USLYX performance across multiple time periods: 1-month -4.45%, YTD -5.02%, 1-year -7.24%, 3-year 2.81%, 5-year -0.87%, 10-year 9.67%.

USLYX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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