LUBIX Mutual Fund

LUBIX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
+1.91%
3 Months
-0.74%
6 Months
-1.58%
YTD
-1.48%
1 Year
-1.24%
3 Years (annualized)
+6.30%
5 Years (annualized)
-0.10%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUBIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-1.48%
Peer Avg (YTD)
+0.72%
vs Peers
-2.20%

LUBIX Mutual Fund Performance

LUBIX performance across multiple time periods: 1-month 1.91%, YTD -1.48%, 1-year -1.24%, 3-year 6.30%, 5-year -0.10%, 10-year 2.35%.

LUBIX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

LUBIX vs another fund shows side-by-side returns. LUBIX alternatives are available in the Mutual Fund Screener.