LKBAX Mutual Fund

LKBAX Mutual Fund

NAV$29.21
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Returns Overview

1 Month
+2.38%
3 Months
+0.98%
6 Months
+1.68%
YTD
+2.87%
1 Year
+5.05%
3 Years (annualized)
+8.30%
5 Years (annualized)
+4.13%
10 Years (annualized)
+7.96%

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)
+2.87%
Peer Avg (YTD)
+5.54%
vs Peers
-2.67%

LKBAX Mutual Fund Performance

LKBAX performance across multiple time periods: 1-month 2.38%, YTD 2.87%, 1-year 5.05%, 3-year 8.30%, 5-year 4.13%, 10-year 7.96%.

LKBAX returns trail the peer average of 5.54% 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.