LBFIX Mutual Fund

LBFIX Mutual Fund

NAV$63.82
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Returns Overview

1 Month
-2.07%
3 Months
+4.80%
6 Months
+3.76%
YTD
+3.13%
1 Year
+5.75%
3 Years (annualized)
+11.28%
5 Years (annualized)
+3.06%
10 Years (annualized)
+16.88%

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)
+3.13%
Peer Avg (YTD)
+9.54%
vs Peers
-6.41%

LBFIX Mutual Fund Performance

LBFIX performance across multiple time periods: 1-month -2.07%, YTD 3.13%, 1-year 5.75%, 3-year 11.28%, 5-year 3.06%, 10-year 16.88%.

LBFIX returns trail the peer average of 9.54% 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.