LBISX Mutual Fund

LBISX Mutual Fund

NAV$23.75
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Returns Overview

1 Month
+2.56%
3 Months
+8.44%
6 Months
+11.71%
YTD
+19.46%
1 Year
+25.94%
3 Years (annualized)
+20.46%
5 Years (annualized)
+12.84%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBISX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.46%
Peer Avg (YTD)
+12.44%
vs Peers
+7.02%

LBISX Mutual Fund Performance

LBISX performance across multiple time periods: 1-month 2.56%, YTD 19.46%, 1-year 25.94%, 3-year 20.46%, 5-year 12.84%, 10-year 12.81%.

LBISX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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