LCBPX Mutual Fund

LCBPX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+1.10%
3 Months
-1.43%
6 Months
-2.38%
YTD
-2.30%
1 Year
-2.12%
3 Years (annualized)
+6.13%
5 Years (annualized)
-0.97%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBPX 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
Lipper Corporate Debt Funds BBB-Rated Average
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
+1.93%
vs Peers
-4.23%

LCBPX Mutual Fund Performance

LCBPX performance across multiple time periods: 1-month 1.10%, YTD -2.30%, 1-year -2.12%, 3-year 6.13%, 5-year -0.97%, 10-year 1.88%.

LCBPX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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