LBSAX Mutual Fund

LBSAX Mutual Fund

NAV$40.32
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Returns Overview

1 Month
+1.82%
3 Months
+4.08%
6 Months
+7.69%
YTD
+11.45%
1 Year
+20.74%
3 Years (annualized)
+15.04%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBSAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+11.41%
vs Peers
+0.04%

LBSAX Mutual Fund Performance

LBSAX performance across multiple time periods: 1-month 1.82%, YTD 11.45%, 1-year 20.74%, 3-year 15.04%, 5-year 10.79%, 10-year 12.34%.

LBSAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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