LKBAX Mutual Fund

LKBAX Mutual Fund

NAV$29.37
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Returns Overview

1 Month
-2.05%
3 Months
+2.27%
6 Months
+0.51%
YTD
+0.48%
1 Year
+3.85%
3 Years (annualized)
+7.34%
5 Years (annualized)
+3.50%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKBAX 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
BLOOMBERG US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+5.87%
vs Peers
-5.39%

LKBAX Mutual Fund Performance

LKBAX performance across multiple time periods: 1-month -2.05%, YTD 0.48%, 1-year 3.85%, 3-year 7.34%, 5-year 3.50%, 10-year 7.73%.

LKBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

LKBAX performance comparison shows side-by-side returns with another fund. LKBAX alternatives are available in the Mutual Fund Screener.