LBSAX Mutual Fund

NAV$40.82

Returns Overview

1 Month
+2.30%
3 Months
+6.67%
6 Months
+10.06%
YTD
+9.46%
1 Year
+19.50%
3 Years (annualized)
+14.54%
5 Years (annualized)
+10.12%
10 Years (annualized)
+11.95%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+9.49%
vs Peers
-0.03%

LBSAX Mutual Fund Performance

LBSAX performance across multiple time periods: 1-month 2.30%, YTD 9.46%, 1-year 19.50%, 3-year 14.54%, 5-year 10.12%, 10-year 11.95%.

LBSAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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