LUBOX Mutual Fund

LUBOX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+0.25%
3 Months
+0.60%
6 Months
+0.65%
YTD
+0.65%
1 Year
+2.32%
3 Years (annualized)
+4.66%
5 Years (annualized)
+3.22%

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)
+0.65%
Peer Avg (YTD)
+3.23%
vs Peers
-2.58%

LUBOX Mutual Fund Performance

LUBOX performance across multiple time periods: 1-month 0.25%, YTD 0.65%, 1-year 2.32%, 3-year 4.66%, 5-year 3.22%.

LUBOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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