LBWIX Mutual Fund

LBWIX Mutual Fund

NAV$23.89
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Returns Overview

1 Month
+2.55%
3 Months
+8.43%
6 Months
+11.68%
YTD
+19.38%
1 Year
+25.81%
3 Years (annualized)
+20.35%
5 Years (annualized)
+12.74%
10 Years (annualized)
+12.70%

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)
+19.38%
Peer Avg (YTD)
+12.44%
vs Peers
+6.94%

LBWIX Mutual Fund Performance

LBWIX performance across multiple time periods: 1-month 2.55%, YTD 19.38%, 1-year 25.81%, 3-year 20.35%, 5-year 12.74%, 10-year 12.70%.

LBWIX returns outperform the peer average of 12.44% 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.