LBFIX Mutual Fund

LBFIX Mutual Fund

NAV$63.18
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Returns Overview

1 Month
+2.29%
3 Months
+1.16%
6 Months
+8.35%
YTD
+5.49%
1 Year
+5.70%
3 Years (annualized)
+13.39%
5 Years (annualized)
+3.02%
10 Years (annualized)
+16.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBFIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+9.89%
vs Peers
-4.40%

LBFIX Mutual Fund Performance

LBFIX performance across multiple time periods: 1-month 2.29%, YTD 5.49%, 1-year 5.70%, 3-year 13.39%, 5-year 3.02%, 10-year 16.80%.

LBFIX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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