LBWCX Mutual Fund

LBWCX Mutual Fund

NAV$23.84
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Returns Overview

1 Month
-4.34%
3 Months
+2.06%
6 Months
+10.41%
YTD
+12.48%
1 Year
+17.47%
3 Years (annualized)
+19.11%
5 Years (annualized)
+11.59%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LBWCX 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)
+12.48%
Peer Avg (YTD)
+10.00%
vs Peers
+2.49%

LBWCX Mutual Fund Performance

LBWCX performance across multiple time periods: 1-month -4.34%, YTD 12.48%, 1-year 17.47%, 3-year 19.11%, 5-year 11.59%, 10-year 11.63%.

LBWCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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