LKBAX Mutual Fund

LKBAX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
+2.81%
3 Months
+3.33%
6 Months
+4.34%
YTD
+6.29%
1 Year
+6.70%
3 Years (annualized)
+11.25%
5 Years (annualized)
+3.87%
10 Years (annualized)
+8.15%

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
PROUpgrade to run
🏦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)
+6.29%
Peer Avg (YTD)
+5.30%
vs Peers
+0.99%

LKBAX Mutual Fund Performance

LKBAX performance across multiple time periods: 1-month 2.81%, YTD 6.29%, 1-year 6.70%, 3-year 11.25%, 5-year 3.87%, 10-year 8.15%.

LKBAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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