LMBS ETF

$49.58

Returns Overview

1 Month
-0.26%
3 Months
-0.20%
6 Months
-0.58%
YTD
-0.64%
1 Year
+2.25%
3 Years (annualized)
+4.81%
5 Years (annualized)
+2.52%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LMBS 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year US Treasury & Agency Index(^IBML5YUTRSA)
This ETF (YTD)
-0.64%
Peer Avg (YTD)
+1.92%
vs Peers
-2.56%

LMBS ETF Performance

LMBS performance across multiple time periods: 1-month -0.26%, YTD -0.64%, 1-year 2.25%, 3-year 4.81%, 5-year 2.52%, 10-year 2.40%.

LMBS returns trail the peer average of 1.92% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

LMBS performance comparison shows side-by-side returns with another fund. LMBS alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.26%N/A
3 Months-0.20%N/A
6 Months-0.58%N/A
1 Year+2.25%N/A
3 Years+4.81%N/A
5 Years+2.52%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized