LUBOX Mutual Fund

LUBOX Mutual Fund

NAV$9.99
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Returns Overview

1 Month
+0.35%
3 Months
+0.95%
6 Months
+1.36%
YTD
+2.42%
1 Year
+3.98%
3 Years (annualized)
+4.52%
5 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUBOX 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)
+2.42%
Peer Avg (YTD)
+2.15%
vs Peers
+0.27%

LUBOX Mutual Fund Performance

LUBOX performance across multiple time periods: 1-month 0.35%, YTD 2.42%, 1-year 3.98%, 3-year 4.52%, 5-year 3.35%.

LUBOX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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