LBLAX Mutual Fund

LBLAX Mutual Fund

NAV$12.43
See how much of LBLAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+0.39%
6 Months
+0.39%
YTD
+0.74%
1 Year
+3.22%
3 Years (annualized)
+5.05%
5 Years (annualized)
+2.56%
10 Years (annualized)
+2.47%

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
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
Bloomberg Government/ Credit 1-3 Year Bond Index
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+0.12%
vs Peers
+0.62%

LBLAX Mutual Fund Performance

LBLAX performance across multiple time periods: 1-month -0.08%, YTD 0.74%, 1-year 3.22%, 3-year 5.05%, 5-year 2.56%, 10-year 2.47%.

LBLAX returns outperform the peer average of 0.12% 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.