LABCX Mutual Fund

LABCX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-0.41%
3 Months
-0.33%
6 Months
-0.09%
YTD
+0.22%
1 Year
+3.43%
3 Years (annualized)
+6.43%
5 Years (annualized)
+2.17%
10 Years (annualized)
+2.84%

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)
+0.22%
Peer Avg (YTD)
+0.12%
vs Peers
+0.10%

LABCX Mutual Fund Performance

LABCX performance across multiple time periods: 1-month -0.41%, YTD 0.22%, 1-year 3.43%, 3-year 6.43%, 5-year 2.17%, 10-year 2.84%.

LABCX returns outperform the peer average of 0.12% 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.