LABCX Mutual Fund

NAV$9.73

Returns Overview

1 Month
-0.12%
3 Months
+0.90%
6 Months
+0.63%
YTD
+0.63%
1 Year
+4.28%
3 Years (annualized)
+7.04%
5 Years (annualized)
+2.25%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+3.23%
vs Peers
-2.60%

LABCX Mutual Fund Performance

LABCX performance across multiple time periods: 1-month -0.12%, YTD 0.63%, 1-year 4.28%, 3-year 7.04%, 5-year 2.25%, 10-year 2.99%.

LABCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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