LBNQX Mutual Fund

LBNQX Mutual Fund

NAV$6.88
See how much of LBNQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.90%
3 Months
-1.14%
6 Months
-1.41%
YTD
+0.29%
1 Year
+4.45%
3 Years (annualized)
+6.11%
5 Years (annualized)
+1.27%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNQX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.12%
vs Peers
+0.17%

LBNQX Mutual Fund Performance

LBNQX performance across multiple time periods: 1-month 0.90%, YTD 0.29%, 1-year 4.45%, 3-year 6.11%, 5-year 1.27%, 10-year 3.61%.

LBNQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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