LBWAX Mutual Fund

LBWAX Mutual Fund

NAV$25.17
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Returns Overview

1 Month
+5.05%
3 Months
+3.10%
6 Months
+11.48%
YTD
+18.80%
1 Year
+39.32%
3 Years (annualized)
+31.90%
5 Years (annualized)
+22.17%
10 Years (annualized)
+22.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBWAX 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
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📉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 Value Index(RLV)
This Mutual Fund (YTD)
+18.80%
Peer Avg (YTD)
+12.44%
vs Peers
+6.36%

LBWAX Mutual Fund Performance

LBWAX performance across multiple time periods: 1-month 5.05%, YTD 18.80%, 1-year 39.32%, 3-year 31.90%, 5-year 22.17%, 10-year 22.13%.

LBWAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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