LUBFX Mutual Fund

LUBFX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+0.34%
3 Months
+0.57%
6 Months
+0.95%
YTD
+1.98%
1 Year
+4.08%
3 Years (annualized)
+5.19%
5 Years (annualized)
+3.67%

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
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📉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)
+1.98%
Peer Avg (YTD)
+0.12%
vs Peers
+1.86%

LUBFX Mutual Fund Performance

LUBFX performance across multiple time periods: 1-month 0.34%, YTD 1.98%, 1-year 4.08%, 3-year 5.19%, 5-year 3.67%.

LUBFX returns outperform the peer average of 0.12% 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.