LBDRX Mutual Fund

LBDRX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-4.34%
3 Months
+2.12%
6 Months
+10.59%
YTD
+12.86%
1 Year
+31.02%
3 Years (annualized)
+28.33%
5 Years (annualized)
+21.95%
10 Years (annualized)
+21.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBDRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+10.00%
vs Peers
+2.86%

LBDRX Mutual Fund Performance

LBDRX performance across multiple time periods: 1-month -4.34%, YTD 12.86%, 1-year 31.02%, 3-year 28.33%, 5-year 21.95%, 10-year 21.28%.

LBDRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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