LBSCX Mutual Fund

LBSCX Mutual Fund

NAV$39.06
See how much of LBSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.76%
3 Months
+3.89%
6 Months
+7.29%
YTD
+10.97%
1 Year
+19.86%
3 Years (annualized)
+14.19%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBSCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+11.41%
vs Peers
-0.45%

LBSCX Mutual Fund Performance

LBSCX performance across multiple time periods: 1-month 1.76%, YTD 10.97%, 1-year 19.86%, 3-year 14.19%, 5-year 9.95%, 10-year 11.50%.

LBSCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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