LUBVX Mutual Fund

LUBVX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
+0.25%
3 Months
+0.59%
6 Months
+0.99%
YTD
+2.04%
1 Year
+4.18%
3 Years (annualized)
+5.30%
5 Years (annualized)
+3.78%

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
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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)
+2.04%
Peer Avg (YTD)
+0.12%
vs Peers
+1.92%

LUBVX Mutual Fund Performance

LUBVX performance across multiple time periods: 1-month 0.25%, YTD 2.04%, 1-year 4.18%, 3-year 5.30%, 5-year 3.78%.

LUBVX returns outperform the peer average of 0.12% 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.