LYFIX Mutual Fund

NAV$16.14

Returns Overview

1 Month
+2.37%
3 Months
+2.16%
6 Months
+29.82%
YTD
+4.05%
1 Year
+25.25%
3 Years
+7.79%
5 Years
+5.88%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LYFIX 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)
+4.05%
Peer Avg (YTD)
+1.55%
vs Peers
+2.50%

LYFIX Mutual Fund Performance

LYFIX performance across multiple time periods: 1-month 2.37%, YTD 4.05%, 1-year 25.25%, 3-year 7.79%, 5-year 5.88%.

LYFIX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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