LSBDX Mutual Fund

LSBDX Mutual Fund

NAV$11.48
See how much of LSBDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.17%
3 Months
-0.80%
6 Months
-1.95%
YTD
-0.39%
1 Year
+1.71%
3 Years (annualized)
+6.77%
5 Years (annualized)
+1.74%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSBDX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-2.54%

LSBDX Mutual Fund Performance

LSBDX performance across multiple time periods: 1-month 0.17%, YTD -0.39%, 1-year 1.71%, 3-year 6.77%, 5-year 1.74%, 10-year 2.93%.

LSBDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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