LBNYX Mutual Fund

LBNYX Mutual Fund

NAV$6.78
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Returns Overview

1 Month
-0.44%
3 Months
-1.81%
6 Months
-2.99%
YTD
-2.76%
1 Year
-2.54%
3 Years (annualized)
+5.29%
5 Years (annualized)
-0.18%
10 Years (annualized)
+2.83%

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
PROUpgrade to run
🏦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)
-2.76%
Peer Avg (YTD)
+1.93%
vs Peers
-4.69%

LBNYX Mutual Fund Performance

LBNYX performance across multiple time periods: 1-month -0.44%, YTD -2.76%, 1-year -2.54%, 3-year 5.29%, 5-year -0.18%, 10-year 2.83%.

LBNYX returns trail the peer average of 1.93% 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.