LUBVX Mutual Fund

NAV$10.01

Returns Overview

1 Month
+0.34%
3 Months
+0.69%
6 Months
+0.74%
YTD
+0.74%
1 Year
+2.39%
3 Years (annualized)
+4.65%
5 Years (annualized)
+3.21%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
ICE Bank of America Merrill Lynch US Treasury Bill Index(^IBMLTRSB)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+3.23%
vs Peers
-2.49%

LUBVX Mutual Fund Performance

LUBVX performance across multiple time periods: 1-month 0.34%, YTD 0.74%, 1-year 2.39%, 3-year 4.65%, 5-year 3.21%.

LUBVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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