LBRIX Mutual Fund

LBRIX Mutual Fund

NAV$31.11
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Returns Overview

1 Month
-4.89%
3 Months
-0.11%
6 Months
+6.33%
YTD
+5.73%
1 Year
+7.25%
3 Years (annualized)
+15.16%
5 Years (annualized)
+10.32%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+9.98%
vs Peers
-4.25%

LBRIX Mutual Fund Performance

LBRIX performance across multiple time periods: 1-month -4.89%, YTD 5.73%, 1-year 7.25%, 3-year 15.16%, 5-year 10.32%, 10-year 12.20%.

LBRIX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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