LBNPX Mutual Fund

NAV$7.23

Returns Overview

1 Month
-1.36%
3 Months
-2.17%
6 Months
-3.34%
YTD
-2.95%
1 Year
+3.44%
3 Years (annualized)
+6.12%
5 Years (annualized)
+1.22%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNPX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+3.23%
vs Peers
-6.18%

LBNPX Mutual Fund Performance

LBNPX performance across multiple time periods: 1-month -1.36%, YTD -2.95%, 1-year 3.44%, 3-year 6.12%, 5-year 1.22%, 10-year 3.94%.

LBNPX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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