LSYUX Mutual Fund

NAV$9.57

Returns Overview

1 Month
-1.03%
3 Months
-1.54%
6 Months
-2.64%
YTD
-2.35%
1 Year
+3.48%
3 Years (annualized)
+7.63%
5 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSYUX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA HY US Corporate Cash Pay BBB 15Yrs USD(^ICEBAHYUSCCPBBBYUSD)
This Mutual Fund (YTD)
-2.35%
Peer Avg (YTD)
+3.23%
vs Peers
-5.57%

LSYUX Mutual Fund Performance

LSYUX performance across multiple time periods: 1-month -1.03%, YTD -2.35%, 1-year 3.48%, 3-year 7.63%, 5-year 4.50%.

LSYUX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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