LUBVX Mutual Fund

LUBVX Mutual Fund

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Returns Overview

1 Month
+0.34%
3 Months
+0.93%
6 Months
+1.33%
YTD
+2.39%
1 Year
+3.92%
3 Years (annualized)
+4.48%
5 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUBVX 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
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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)
+2.39%
Peer Avg (YTD)
+2.15%
vs Peers
+0.24%

LUBVX Mutual Fund Performance

LUBVX performance across multiple time periods: 1-month 0.34%, YTD 2.39%, 1-year 3.92%, 3-year 4.48%, 5-year 3.31%.

LUBVX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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