LBDRX Mutual Fund

LBDRX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
+4.11%
3 Months
+8.03%
6 Months
+11.95%
YTD
+16.06%
1 Year
+27.32%
3 Years (annualized)
+17.79%
5 Years (annualized)
+12.07%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBDRX 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
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📉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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+11.41%
vs Peers
+4.65%

LBDRX Mutual Fund Performance

LBDRX performance across multiple time periods: 1-month 4.11%, YTD 16.06%, 1-year 27.32%, 3-year 17.79%, 5-year 12.07%, 10-year 11.94%.

LBDRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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