LBARX Mutual Fund

LBARX Mutual Fund

NAV$10.94
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Returns Overview

1 Month
+0.03%
3 Months
+0.66%
6 Months
+1.15%
YTD
+1.42%
1 Year
+3.26%
3 Years (annualized)
+2.95%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBARX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+0.25%
vs Peers
+1.17%

LBARX Mutual Fund Performance

LBARX performance across multiple time periods: 1-month 0.03%, YTD 1.42%, 1-year 3.26%, 3-year 2.95%, 5-year 1.04%, 10-year 1.95%.

LBARX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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