LBSCX Mutual Fund

LBSCX Mutual Fund

NAV$38.77
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Returns Overview

1 Month
-3.39%
3 Months
-0.90%
6 Months
+5.49%
YTD
+8.06%
1 Year
+11.08%
3 Years (annualized)
+14.16%
5 Years (annualized)
+9.07%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBSCX 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 Index(^RUI)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+10.00%
vs Peers
-1.93%

LBSCX Mutual Fund Performance

LBSCX performance across multiple time periods: 1-month -3.39%, YTD 8.06%, 1-year 11.08%, 3-year 14.16%, 5-year 9.07%, 10-year 11.22%.

LBSCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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