LMBS ETF

LMBS ETF
$49.54
See how much of LMBS you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.42%
3 Months
+0.24%
6 Months
+0.46%
YTD
+0.98%
1 Year
+4.16%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.91%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LMBS 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year US Treasury & Agency Index(^IBML5YUTRSA)
This ETF (YTD)
+0.98%
Peer Avg (YTD)
+1.70%
vs Peers
-0.72%

LMBS ETF Performance

LMBS performance across multiple time periods: 1-month -0.42%, YTD 0.98%, 1-year 4.16%, 3-year 5.36%, 5-year 2.91%, 10-year 2.54%.

LMBS returns trail the peer average of 1.70% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

LMBS vs another fund shows side-by-side returns. LMBS alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.42%N/A
3 Months+0.24%N/A
6 Months+0.46%N/A
1 Year+4.16%N/A
3 Years+5.36%N/A
5 Years+2.91%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized