LUBIX Mutual Fund

LUBIX Mutual Fund

NAV$15.59
See how much of LUBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
-1.11%
6 Months
-1.98%
YTD
-0.75%
1 Year
+1.52%
3 Years (annualized)
-16.86%
5 Years (annualized)
-13.13%
10 Years (annualized)
-4.63%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+2.15%
vs Peers
-2.90%

LUBIX Mutual Fund Performance

LUBIX performance across multiple time periods: 1-month 0.32%, YTD -0.75%, 1-year 1.52%, 3-year -16.86%, 5-year -13.13%, 10-year -4.63%.

LUBIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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