LBNRX Mutual Fund

LBNRX Mutual Fund

NAV$6.88
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Returns Overview

1 Month
+1.05%
3 Months
-0.10%
6 Months
-1.03%
YTD
+1.39%
1 Year
+3.84%
3 Years (annualized)
+5.96%
5 Years (annualized)
+0.99%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNRX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+2.15%
vs Peers
-0.76%

LBNRX Mutual Fund Performance

LBNRX performance across multiple time periods: 1-month 1.05%, YTD 1.39%, 1-year 3.84%, 3-year 5.96%, 5-year 0.99%, 10-year 3.42%.

LBNRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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