LBAFX Mutual Fund

NAV$11.12

Returns Overview

1 Month
-0.36%
3 Months
-0.54%
6 Months
-1.07%
YTD
-1.16%
1 Year
+2.97%
3 Years (annualized)
+3.50%
5 Years (annualized)
+1.11%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBAFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
+0.99%
vs Peers
-2.15%

LBAFX Mutual Fund Performance

LBAFX performance across multiple time periods: 1-month -0.36%, YTD -1.16%, 1-year 2.97%, 3-year 3.50%, 5-year 1.11%, 10-year 2.31%.

LBAFX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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