LABCX Mutual Fund

LABCX Mutual Fund

NAV$9.54
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Returns Overview

1 Month
-1.42%
3 Months
-1.32%
6 Months
-0.43%
YTD
-0.69%
1 Year
+0.63%
3 Years (annualized)
+6.61%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+0.50%
vs Peers
-1.19%

LABCX Mutual Fund Performance

LABCX performance across multiple time periods: 1-month -1.42%, YTD -0.69%, 1-year 0.63%, 3-year 6.61%, 5-year 2.22%, 10-year 2.80%.

LABCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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