LBNYX Mutual Fund

LBNYX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
-1.17%
3 Months
-1.20%
6 Months
-1.37%
YTD
+0.61%
1 Year
+4.92%
3 Years (annualized)
+5.78%
5 Years (annualized)
+1.32%
10 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNYX 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
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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)
+0.61%
Peer Avg (YTD)
+0.12%
vs Peers
+0.49%

LBNYX Mutual Fund Performance

LBNYX performance across multiple time periods: 1-month -1.17%, YTD 0.61%, 1-year 4.92%, 3-year 5.78%, 5-year 1.32%, 10-year 3.95%.

LBNYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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