LBNQX Mutual Fund

LBNQX Mutual Fund

NAV$6.90
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Returns Overview

1 Month
-2.48%
3 Months
-2.66%
6 Months
-0.76%
YTD
-2.73%
1 Year
-1.70%
3 Years (annualized)
+5.72%
5 Years (annualized)
+0.79%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBNQX 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
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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)
-2.73%
Peer Avg (YTD)
+0.50%
vs Peers
-3.23%

LBNQX Mutual Fund Performance

LBNQX performance across multiple time periods: 1-month -2.48%, YTD -2.73%, 1-year -1.70%, 3-year 5.72%, 5-year 0.79%, 10-year 3.27%.

LBNQX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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