LBFIX Mutual Fund

NAV$62.02

Returns Overview

1 Month
+0.99%
3 Months
+14.38%
6 Months
+5.37%
YTD
+5.30%
1 Year
+11.22%
3 Years (annualized)
+13.24%
5 Years (annualized)
+3.65%
10 Years (annualized)
+17.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBFIX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+10.82%
vs Peers
-5.51%

LBFIX Mutual Fund Performance

LBFIX performance across multiple time periods: 1-month 0.99%, YTD 5.30%, 1-year 11.22%, 3-year 13.24%, 5-year 3.65%, 10-year 17.97%.

LBFIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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