LBIIX Mutual Fund

LBIIX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
+0.35%
3 Months
-1.04%
6 Months
-1.85%
YTD
-0.59%
1 Year
+1.85%
3 Years (annualized)
-16.66%
5 Years (annualized)
-12.98%
10 Years (annualized)
-4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBIIX 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
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+2.15%
vs Peers
-2.74%

LBIIX Mutual Fund Performance

LBIIX performance across multiple time periods: 1-month 0.35%, YTD -0.59%, 1-year 1.85%, 3-year -16.66%, 5-year -12.98%, 10-year -4.41%.

LBIIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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