LBCQX Mutual Fund

LBCQX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
-6.52%
3 Months
-2.16%
6 Months
+5.62%
YTD
+11.77%
1 Year
+21.49%
3 Years (annualized)
+16.16%
5 Years (annualized)
+4.60%
10 Years (annualized)
+11.56%

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)
+11.77%
Peer Avg (YTD)
+13.29%
vs Peers
-1.52%

LBCQX Mutual Fund Performance

LBCQX performance across multiple time periods: 1-month -6.52%, YTD 11.77%, 1-year 21.49%, 3-year 16.16%, 5-year 4.60%, 10-year 11.56%.

LBCQX returns trail the peer average of 13.29% 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.