LBIIX Mutual Fund

NAV$16.11

Returns Overview

1 Month
+0.17%
3 Months
+1.36%
6 Months
+0.56%
YTD
+0.63%
1 Year
-48.06%
3 Years (annualized)
-16.29%
5 Years (annualized)
-12.57%
10 Years (annualized)
-4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBIIX 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 Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+3.23%
vs Peers
-2.60%

LBIIX Mutual Fund Performance

LBIIX performance across multiple time periods: 1-month 0.17%, YTD 0.63%, 1-year -48.06%, 3-year -16.29%, 5-year -12.57%, 10-year -4.09%.

LBIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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