LBSCX Mutual Fund

NAV$39.18

Returns Overview

1 Month
+2.23%
3 Months
+6.46%
6 Months
+9.64%
YTD
+9.05%
1 Year
+18.60%
3 Years (annualized)
+13.63%
5 Years (annualized)
+9.26%
10 Years (annualized)
+11.09%

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

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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)
+9.05%
Peer Avg (YTD)
+9.49%
vs Peers
-0.44%

LBSCX Mutual Fund Performance

LBSCX performance across multiple time periods: 1-month 2.23%, YTD 9.05%, 1-year 18.60%, 3-year 13.63%, 5-year 9.26%, 10-year 11.09%.

LBSCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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