LUBFX Mutual Fund

LUBFX Mutual Fund

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Returns Overview

1 Month
+0.33%
3 Months
+0.91%
6 Months
+1.29%
YTD
+2.32%
1 Year
+3.82%
3 Years (annualized)
+4.39%
5 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUBFX 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
ICE Bank of America Merrill Lynch US Treasury Bill Index(^IBMLTRSB)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+2.15%
vs Peers
+0.17%

LUBFX Mutual Fund Performance

LUBFX performance across multiple time periods: 1-month 0.33%, YTD 2.32%, 1-year 3.82%, 3-year 4.39%, 5-year 3.22%.

LUBFX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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