LMBS ETF

$49.98

Returns Overview

1 Month
+0.56%
3 Months
+0.68%
6 Months
+2.27%
YTD
+0.74%
1 Year
+5.42%
3 Years
+5.67%
5 Years
+2.83%
10 Years
+2.81%

Risk Metrics (5-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
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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

+0.56%

3 Months Performance

+0.68%

6 Months Performance

+2.27%

1 Year Performance

+5.42%

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year US Treasury & Agency Index(^IBML5YUTRSA)
This ETF (YTD)
+0.74%
Peer Avg (YTD)
+2.17%
vs Peers
-1.43%

LMBS ETF Performance

LMBS performance across multiple time periods: 1-month 0.56%, YTD 0.74%, 1-year 5.42%, 3-year 5.67%, 5-year 2.83%, 10-year 2.81%.

LMBS returns trail the peer average of 2.17% 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+0.56%N/A
3 Months+0.68%N/A
6 Months+2.27%N/A
1 Year+5.42%N/A
3 Years+5.67%N/A
5 Years+2.83%N/A

All returns shown are total returns, not annualized