LBWCX Mutual Fund

NAV$23.81

Returns Overview

1 Month
+3.43%
3 Months
+8.42%
6 Months
+11.16%
YTD
+14.75%
1 Year
+22.56%
3 Years (annualized)
+17.09%
5 Years (annualized)
+11.94%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBWCX 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)
+14.75%
Peer Avg (YTD)
+9.49%
vs Peers
+5.26%

LBWCX Mutual Fund Performance

LBWCX performance across multiple time periods: 1-month 3.43%, YTD 14.75%, 1-year 22.56%, 3-year 17.09%, 5-year 11.94%, 10-year 12.96%.

LBWCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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