LBORX Mutual Fund

LBORX Mutual Fund

NAV$8.85
See how much of LBORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.81%
3 Months
+1.34%
6 Months
+0.08%
YTD
+2.24%
1 Year
+4.78%
3 Years (annualized)
+1.90%
5 Years (annualized)
-2.16%
10 Years (annualized)
+0.47%

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
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
FTSE World Government Bond Index USD(^FWGBI)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+0.25%
vs Peers
+2.00%

LBORX Mutual Fund Performance

LBORX performance across multiple time periods: 1-month 0.81%, YTD 2.24%, 1-year 4.78%, 3-year 1.90%, 5-year -2.16%, 10-year 0.47%.

LBORX returns outperform the peer average of 0.25% 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.