LBETX Mutual Fund

LBETX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
-1.50%
3 Months
+0.85%
6 Months
+2.70%
YTD
+2.61%
1 Year
+4.72%
3 Years (annualized)
+8.14%
5 Years (annualized)
+4.90%

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)
+2.61%
Peer Avg (YTD)
+3.39%
vs Peers
-0.78%

LBETX Mutual Fund Performance

LBETX performance across multiple time periods: 1-month -1.50%, YTD 2.61%, 1-year 4.72%, 3-year 8.14%, 5-year 4.90%.

LBETX returns trail the peer average of 3.39% 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.