LKBLX Mutual Fund

LKBLX Mutual Fund

NAV$55.39
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Returns Overview

1 Month
+3.02%
3 Months
+3.77%
6 Months
+6.01%
YTD
+8.60%
1 Year
+14.81%
3 Years (annualized)
+9.53%
5 Years (annualized)
+5.66%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LKBLX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+5.54%
vs Peers
+3.06%

LKBLX Mutual Fund Performance

LKBLX performance across multiple time periods: 1-month 3.02%, YTD 8.60%, 1-year 14.81%, 3-year 9.53%, 5-year 5.66%, 10-year 8.30%.

LKBLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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