ILBPX Mutual Fund

ILBPX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-0.80%
3 Months
-0.28%
6 Months
+0.37%
YTD
+0.61%
1 Year
+1.76%
3 Years (annualized)
+4.89%
5 Years (annualized)
+2.19%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILBPX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.50%
vs Peers
+0.11%

ILBPX Mutual Fund Performance

ILBPX performance across multiple time periods: 1-month -0.80%, YTD 0.61%, 1-year 1.76%, 3-year 4.89%, 5-year 2.19%, 10-year 2.20%.

ILBPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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