LBWCX Mutual Fund

LBWCX Mutual Fund

NAV$24.33
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Returns Overview

1 Month
+4.11%
3 Months
+7.93%
6 Months
+11.73%
YTD
+15.75%
1 Year
+26.69%
3 Years (annualized)
+17.16%
5 Years (annualized)
+12.17%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBWCX 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)
+15.75%
Peer Avg (YTD)
+11.41%
vs Peers
+4.34%

LBWCX Mutual Fund Performance

LBWCX performance across multiple time periods: 1-month 4.11%, YTD 15.75%, 1-year 26.69%, 3-year 17.16%, 5-year 12.17%, 10-year 11.49%.

LBWCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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