LSBNX Mutual Fund

LSBNX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-0.82%
3 Months
-0.86%
6 Months
-0.96%
YTD
-0.53%
1 Year
+3.28%
3 Years (annualized)
+6.56%
5 Years (annualized)
+1.85%
10 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSBNX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.53%
Peer Avg (YTD)
+0.12%
vs Peers
-0.65%

LSBNX Mutual Fund Performance

LSBNX performance across multiple time periods: 1-month -0.82%, YTD -0.53%, 1-year 3.28%, 3-year 6.56%, 5-year 1.85%, 10-year 3.08%.

LSBNX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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