LBWAX Mutual Fund

NAV$24.22

Returns Overview

1 Month
+4.22%
3 Months
+8.17%
6 Months
+12.18%
YTD
+15.28%
1 Year
+23.45%
3 Years (annualized)
+17.97%
5 Years (annualized)
+12.74%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBWAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.28%
Peer Avg (YTD)
+9.49%
vs Peers
+5.79%

LBWAX Mutual Fund Performance

LBWAX performance across multiple time periods: 1-month 4.22%, YTD 15.28%, 1-year 23.45%, 3-year 17.97%, 5-year 12.74%, 10-year 12.92%.

LBWAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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