LBSAX Mutual Fund

LBSAX Mutual Fund

NAV$39.63
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Returns Overview

1 Month
+0.87%
3 Months
+5.07%
6 Months
+5.20%
YTD
+12.42%
1 Year
+18.45%
3 Years (annualized)
+15.07%
5 Years (annualized)
+9.92%
10 Years (annualized)
+12.08%

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)
+12.42%
Peer Avg (YTD)
+12.44%
vs Peers
-0.02%

LBSAX Mutual Fund Performance

LBSAX performance across multiple time periods: 1-month 0.87%, YTD 12.42%, 1-year 18.45%, 3-year 15.07%, 5-year 9.92%, 10-year 12.08%.

LBSAX returns trail the peer average of 12.44% 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.