LBORX Mutual Fund

NAV$8.75

Returns Overview

1 Month
+0.69%
6 Months
-2.45%
YTD
-0.34%
1 Year
+1.39%
3 Years (annualized)
+2.12%
5 Years (annualized)
-2.50%
10 Years (annualized)
+0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBORX 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
FTSE World Government Bond Index USD(^FWGBI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.99%
vs Peers
-1.33%

LBORX Mutual Fund Performance

LBORX performance across multiple time periods: 1-month 0.69%, YTD -0.34%, 1-year 1.39%, 3-year 2.12%, 5-year -2.50%, 10-year 0.62%.

LBORX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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