LYFCX Mutual Fund

NAV$17.76

Returns Overview

1 Month
+3.38%
3 Months
+15.32%
6 Months
+12.12%
YTD
+15.32%
1 Year
+53.23%
3 Years (annualized)
+11.26%
5 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYFCX 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)
+15.32%
Peer Avg (YTD)
+7.57%
vs Peers
+7.75%

LYFCX Mutual Fund Performance

LYFCX performance across multiple time periods: 1-month 3.38%, YTD 15.32%, 1-year 53.23%, 3-year 11.26%, 5-year 6.19%.

LYFCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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