LGBNX Mutual Fund

NAV$9.55

Returns Overview

1 Month
-1.65%
3 Months
-2.15%
6 Months
-3.34%
YTD
-3.54%
1 Year
+4.04%
3 Years (annualized)
+5.22%
5 Years (annualized)
+1.20%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LGBNX 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
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
-3.54%
Peer Avg (YTD)
+3.23%
vs Peers
-6.76%

LGBNX Mutual Fund Performance

LGBNX performance across multiple time periods: 1-month -1.65%, YTD -3.54%, 1-year 4.04%, 3-year 5.22%, 5-year 1.20%, 10-year 3.29%.

LGBNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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