LYFAX Mutual Fund

NAV$18.12

Returns Overview

1 Month
+12.24%
3 Months
+17.66%
6 Months
+17.22%
YTD
+17.96%
1 Year
+54.34%
3 Years (annualized)
+13.10%
5 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Health Care Sector Total Return Index
This Mutual Fund (YTD)
+17.96%
Peer Avg (YTD)
+7.57%
vs Peers
+10.39%

LYFAX Mutual Fund Performance

LYFAX performance across multiple time periods: 1-month 12.24%, YTD 17.96%, 1-year 54.34%, 3-year 13.10%, 5-year 8.48%.

LYFAX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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