LUBIX Mutual Fund

NAV$16.17

Returns Overview

1 Month
+0.15%
3 Months
+1.30%
6 Months
+0.39%
YTD
+0.51%
1 Year
-48.15%
3 Years (annualized)
-16.53%
5 Years (annualized)
-12.72%
10 Years (annualized)
-4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUBIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
+0.51%
Peer Avg (YTD)
+3.23%
vs Peers
-2.72%

LUBIX Mutual Fund Performance

LUBIX performance across multiple time periods: 1-month 0.15%, YTD 0.51%, 1-year -48.15%, 3-year -16.53%, 5-year -12.72%, 10-year -4.32%.

LUBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

LUBIX performance comparison shows side-by-side returns with another fund. LUBIX alternatives are available in the Mutual Fund Screener.