LBETX Mutual Fund

LBETX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
+1.53%
3 Months
+0.08%
6 Months
+4.63%
YTD
+4.17%
1 Year
+6.04%
3 Years (annualized)
+8.61%
5 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBETX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+3.78%
vs Peers
+0.40%

LBETX Mutual Fund Performance

LBETX performance across multiple time periods: 1-month 1.53%, YTD 4.17%, 1-year 6.04%, 3-year 8.61%, 5-year 5.26%.

LBETX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.79%, investors should weigh costs against performance when evaluating this mutual fund.

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