LBCQX Mutual Fund

LBCQX Mutual Fund

NAV$19.04
See how much of LBCQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
-6.79%
6 Months
+7.07%
YTD
+9.18%
1 Year
+14.74%
3 Years (annualized)
+17.21%
5 Years (annualized)
+4.27%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBCQX 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
ICE BofA US Convertibles Index(^ICEBOFAUCI)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+10.47%
vs Peers
-1.29%

LBCQX Mutual Fund Performance

LBCQX performance across multiple time periods: 1-month -0.39%, YTD 9.18%, 1-year 14.74%, 3-year 17.21%, 5-year 4.27%, 10-year 11.49%.

LBCQX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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