LCBDX Mutual Fund

NAV$27.15

Returns Overview

1 Month
+0.41%
3 Months
+4.30%
6 Months
+5.23%
YTD
+7.61%
1 Year
+15.67%
3 Years (annualized)
+14.80%
5 Years (annualized)
+10.03%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBDX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+9.49%
vs Peers
-1.88%

LCBDX Mutual Fund Performance

LCBDX performance across multiple time periods: 1-month 0.41%, YTD 7.61%, 1-year 15.67%, 3-year 14.80%, 5-year 10.03%, 10-year 8.34%.

LCBDX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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