LBNQX Mutual Fund

NAV$7.09

Returns Overview

1 Month
-0.08%
3 Months
+1.95%
6 Months
-0.07%
YTD
-0.07%
1 Year
+3.35%
3 Years (annualized)
+5.80%
5 Years (annualized)
+0.97%
10 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+3.23%
vs Peers
-3.30%

LBNQX Mutual Fund Performance

LBNQX performance across multiple time periods: 1-month -0.08%, YTD -0.07%, 1-year 3.35%, 3-year 5.80%, 5-year 0.97%, 10-year 3.71%.

LBNQX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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