LSBRX Mutual Fund

LSBRX Mutual Fund

NAV$11.63
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Returns Overview

1 Month
-0.85%
3 Months
-0.94%
6 Months
-1.11%
YTD
-0.79%
1 Year
+2.90%
3 Years (annualized)
+6.25%
5 Years (annualized)
+1.54%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSBRX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+0.12%
vs Peers
-0.91%

LSBRX Mutual Fund Performance

LSBRX performance across multiple time periods: 1-month -0.85%, YTD -0.79%, 1-year 2.90%, 3-year 6.25%, 5-year 1.54%, 10-year 2.75%.

LSBRX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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