LBLAX Mutual Fund

LBLAX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
+0.28%
3 Months
+0.42%
6 Months
+0.44%
YTD
+1.02%
1 Year
+2.61%
3 Years (annualized)
+5.04%
5 Years (annualized)
+2.62%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBLAX 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
Bloomberg Government/ Credit 1-3 Year Bond Index
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+2.15%
vs Peers
-1.13%

LBLAX Mutual Fund Performance

LBLAX performance across multiple time periods: 1-month 0.28%, YTD 1.02%, 1-year 2.61%, 3-year 5.04%, 5-year 2.62%, 10-year 2.48%.

LBLAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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