LBGIX Mutual Fund

LBGIX Mutual Fund

NAV$44.79
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Returns Overview

1 Month
-1.48%
3 Months
-6.31%
6 Months
+7.64%
YTD
+0.66%
1 Year
-3.00%
3 Years (annualized)
+11.18%
5 Years (annualized)
+2.39%
10 Years (annualized)
+15.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBGIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+6.72%
vs Peers
-6.06%

LBGIX Mutual Fund Performance

LBGIX performance across multiple time periods: 1-month -1.48%, YTD 0.66%, 1-year -3.00%, 3-year 11.18%, 5-year 2.39%, 10-year 15.40%.

LBGIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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