LBAFX Mutual Fund

LBAFX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
+0.06%
3 Months
+0.66%
6 Months
+1.24%
YTD
+1.54%
1 Year
+3.62%
3 Years (annualized)
+3.28%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.27%

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)
+1.54%
Peer Avg (YTD)
+0.25%
vs Peers
+1.30%

LBAFX Mutual Fund Performance

LBAFX performance across multiple time periods: 1-month 0.06%, YTD 1.54%, 1-year 3.62%, 3-year 3.28%, 5-year 1.32%, 10-year 2.27%.

LBAFX returns outperform the peer average of 0.25% 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.