LABCX Mutual Fund

LABCX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
+0.95%
3 Months
+0.03%
6 Months
-0.30%
YTD
+0.24%
1 Year
+1.37%
3 Years (annualized)
+6.90%
5 Years (annualized)
+2.31%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABCX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+2.28%
vs Peers
-2.04%

LABCX Mutual Fund Performance

LABCX performance across multiple time periods: 1-month 0.95%, YTD 0.24%, 1-year 1.37%, 3-year 6.90%, 5-year 2.31%, 10-year 2.67%.

LABCX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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