LBWIX Mutual Fund

LBWIX Mutual Fund

NAV$25.08
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Returns Overview

1 Month
+4.15%
3 Months
+8.18%
6 Months
+12.28%
YTD
+15.42%
1 Year
+27.97%
3 Years (annualized)
+18.39%
5 Years (annualized)
+13.31%
10 Years (annualized)
+13.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBWIX 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)
+15.42%
Peer Avg (YTD)
+11.41%
vs Peers
+4.00%

LBWIX Mutual Fund Performance

LBWIX performance across multiple time periods: 1-month 4.15%, YTD 15.42%, 1-year 27.97%, 3-year 18.39%, 5-year 13.31%, 10-year 13.39%.

LBWIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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