LBISX Mutual Fund

LBISX Mutual Fund

NAV$25.20
See how much of LBISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.05%
3 Months
+3.18%
6 Months
+11.63%
YTD
+19.15%
1 Year
+25.97%
3 Years (annualized)
+23.38%
5 Years (annualized)
+12.53%
10 Years (annualized)
+13.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+12.44%
vs Peers
+6.71%

LBISX Mutual Fund Performance

LBISX performance across multiple time periods: 1-month 5.05%, YTD 19.15%, 1-year 25.97%, 3-year 23.38%, 5-year 12.53%, 10-year 13.11%.

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.