LBNYX Mutual Fund

NAV$7.02

Returns Overview

1 Month
+0.11%
3 Months
+2.06%
6 Months
+0.20%
YTD
+0.20%
1 Year
+3.71%
3 Years (annualized)
+6.51%
5 Years (annualized)
+1.62%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNYX 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)
+0.20%
Peer Avg (YTD)
+3.23%
vs Peers
-3.02%

LBNYX Mutual Fund Performance

LBNYX performance across multiple time periods: 1-month 0.11%, YTD 0.20%, 1-year 3.71%, 3-year 6.51%, 5-year 1.62%, 10-year 4.35%.

LBNYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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