LCBDX Mutual Fund

LCBDX Mutual Fund

NAV$27.55
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Returns Overview

1 Month
+0.93%
3 Months
+3.04%
6 Months
+6.48%
YTD
+9.01%
1 Year
+15.62%
3 Years (annualized)
+14.02%
5 Years (annualized)
+9.86%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBDX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+11.41%
vs Peers
-2.40%

LCBDX Mutual Fund Performance

LCBDX performance across multiple time periods: 1-month 0.93%, YTD 9.01%, 1-year 15.62%, 3-year 14.02%, 5-year 9.86%, 10-year 8.10%.

LCBDX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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