LYFCX Mutual Fund

NAV$15.69

Returns Overview

1 Month
+2.24%
3 Months
+1.82%
6 Months
+29.07%
YTD
+3.83%
1 Year
+24.00%
3 Years
+5.75%
5 Years
+3.37%

Risk Metrics (5-Year)

No risk data available for this ETF

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(NA)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+1.55%
vs Peers
+2.28%

LYFCX Mutual Fund Performance

LYFCX performance across multiple time periods: 1-month 2.24%, YTD 3.83%, 1-year 24.00%, 3-year 5.75%, 5-year 3.37%.

LYFCX returns outperform the peer average of 1.55% 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.