LBORX Mutual Fund

LBORX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.46%
3 Months
+1.11%
6 Months
-0.35%
YTD
+2.71%
1 Year
+3.48%
3 Years (annualized)
+3.56%
5 Years (annualized)
-2.09%
10 Years (annualized)
+0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBORX 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
FTSE World Government Bond Index USD(^FWGBI)
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+0.20%
vs Peers
+2.50%

LBORX Mutual Fund Performance

LBORX performance across multiple time periods: 1-month 0.46%, YTD 2.71%, 1-year 3.48%, 3-year 3.56%, 5-year -2.09%, 10-year 0.55%.

LBORX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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