LBGIX Mutual Fund

LBGIX Mutual Fund

NAV$45.41
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Returns Overview

1 Month
-4.84%
3 Months
+0.04%
6 Months
+2.57%
YTD
+2.24%
1 Year
+0.49%
3 Years (annualized)
+9.73%
5 Years (annualized)
+3.22%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+9.54%
vs Peers
-7.30%

LBGIX Mutual Fund Performance

LBGIX performance across multiple time periods: 1-month -4.84%, YTD 2.24%, 1-year 0.49%, 3-year 9.73%, 5-year 3.22%, 10-year 11.27%.

LBGIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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