LBCQX Mutual Fund

NAV$19.84

Returns Overview

1 Month
-1.03%
3 Months
+14.87%
6 Months
+19.56%
YTD
+17.14%
1 Year
+32.18%
3 Years (annualized)
+19.06%
5 Years (annualized)
+5.66%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBCQX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+17.14%
Peer Avg (YTD)
+18.00%
vs Peers
-0.87%

LBCQX Mutual Fund Performance

LBCQX performance across multiple time periods: 1-month -1.03%, YTD 17.14%, 1-year 32.18%, 3-year 19.06%, 5-year 5.66%, 10-year 12.26%.

LBCQX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

LBCQX performance comparison shows side-by-side returns with another fund. LBCQX alternatives are available in the Mutual Fund Screener.