LBDRX Mutual Fund

LBDRX Mutual Fund

NAV$25.01
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Returns Overview

1 Month
+5.04%
3 Months
+3.03%
6 Months
+11.31%
YTD
+18.55%
1 Year
+39.04%
3 Years (annualized)
+31.43%
5 Years (annualized)
+21.61%
10 Years (annualized)
+21.60%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.55%
Peer Avg (YTD)
+12.44%
vs Peers
+6.11%

LBDRX Mutual Fund Performance

LBDRX performance across multiple time periods: 1-month 5.04%, YTD 18.55%, 1-year 39.04%, 3-year 31.43%, 5-year 21.61%, 10-year 21.60%.

LBDRX returns outperform the peer average of 12.44% 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.