LBAFX Mutual Fund

LBAFX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
+0.45%
3 Months
+0.81%
6 Months
+1.27%
YTD
+2.00%
1 Year
+3.32%
3 Years (annualized)
+4.70%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBAFX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+0.20%
vs Peers
+1.80%

LBAFX Mutual Fund Performance

LBAFX performance across multiple time periods: 1-month 0.45%, YTD 2.00%, 1-year 3.32%, 3-year 4.70%, 5-year 1.45%, 10-year 2.33%.

LBAFX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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