LBWCX Mutual Fund

LBWCX Mutual Fund

NAV$24.71
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Returns Overview

1 Month
+4.97%
3 Months
+2.90%
6 Months
+11.06%
YTD
+18.07%
1 Year
+24.66%
3 Years (annualized)
+22.01%
5 Years (annualized)
+11.28%
10 Years (annualized)
+11.93%

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
PROUpgrade to run
📉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)
+18.07%
Peer Avg (YTD)
+12.44%
vs Peers
+5.64%

LBWCX Mutual Fund Performance

LBWCX performance across multiple time periods: 1-month 4.97%, YTD 18.07%, 1-year 24.66%, 3-year 22.01%, 5-year 11.28%, 10-year 11.93%.

LBWCX returns outperform the peer average of 12.44% 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.