LBDFX Mutual Fund

LBDFX Mutual Fund

NAV$6.87
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Returns Overview

1 Month
+1.08%
3 Months
+0.00%
6 Months
-0.87%
YTD
+1.66%
1 Year
+4.26%
3 Years (annualized)
+6.32%
5 Years (annualized)
+1.36%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBDFX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+2.15%
vs Peers
-0.49%

LBDFX Mutual Fund Performance

LBDFX performance across multiple time periods: 1-month 1.08%, YTD 1.66%, 1-year 4.26%, 3-year 6.32%, 5-year 1.36%, 10-year 3.81%.

LBDFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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