LCBDX Mutual Fund

LCBDX Mutual Fund

NAV$26.68
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Returns Overview

1 Month
-4.24%
3 Months
-1.81%
6 Months
+6.58%
YTD
+7.77%
1 Year
+12.19%
3 Years (annualized)
+19.14%
5 Years (annualized)
+14.33%
10 Years (annualized)
+14.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCBDX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+10.00%
vs Peers
-2.22%

LCBDX Mutual Fund Performance

LCBDX performance across multiple time periods: 1-month -4.24%, YTD 7.77%, 1-year 12.19%, 3-year 19.14%, 5-year 14.33%, 10-year 14.76%.

LCBDX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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