LBCQX Mutual Fund

LBCQX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-5.50%
3 Months
-5.78%
6 Months
-7.81%
YTD
+3.17%
1 Year
+2.97%
3 Years (annualized)
+17.20%
5 Years (annualized)
+2.34%
10 Years (annualized)
+10.29%

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
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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
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+5.45%
vs Peers
-2.28%

LBCQX Mutual Fund Performance

LBCQX performance across multiple time periods: 1-month -5.50%, YTD 3.17%, 1-year 2.97%, 3-year 17.20%, 5-year 2.34%, 10-year 10.29%.

LBCQX returns trail the peer average of 5.45% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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