LBISX Mutual Fund

NAV$24.18

Returns Overview

1 Month
+1.49%
3 Months
+8.46%
6 Months
+11.80%
YTD
+10.84%
1 Year
+23.99%
3 Years (annualized)
+18.43%
5 Years (annualized)
+13.19%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBISX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+9.49%
vs Peers
+1.35%

LBISX Mutual Fund Performance

LBISX performance across multiple time periods: 1-month 1.49%, YTD 10.84%, 1-year 23.99%, 3-year 18.43%, 5-year 13.19%, 10-year 13.40%.

LBISX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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