LBDFX Mutual Fund

LBDFX Mutual Fund

NAV$6.88
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Returns Overview

1 Month
-2.44%
3 Months
-2.54%
6 Months
-0.42%
YTD
-2.36%
1 Year
-1.38%
3 Years (annualized)
+6.32%
5 Years (annualized)
+1.36%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBDFX 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 High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-2.36%
Peer Avg (YTD)
+0.50%
vs Peers
-2.86%

LBDFX Mutual Fund Performance

LBDFX performance across multiple time periods: 1-month -2.44%, YTD -2.36%, 1-year -1.38%, 3-year 6.32%, 5-year 1.36%, 10-year 3.81%.

LBDFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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