LSYSX Mutual Fund

NAV$9.58

Returns Overview

1 Month
+0.31%
3 Months
+2.53%
6 Months
+0.70%
YTD
+0.70%
1 Year
+3.38%
3 Years (annualized)
+7.34%
5 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA HY US Corporate Cash Pay BBB 15Yrs USD(^ICEBAHYUSCCPBBBYUSD)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+3.23%
vs Peers
-2.52%

LSYSX Mutual Fund Performance

LSYSX performance across multiple time periods: 1-month 0.31%, YTD 0.70%, 1-year 3.38%, 3-year 7.34%, 5-year 4.24%.

LSYSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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