LUBIX Mutual Fund

LUBIX Mutual Fund

NAV$15.59
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Returns Overview

1 Month
-2.92%
3 Months
-4.13%
6 Months
-2.89%
YTD
-3.33%
1 Year
-2.64%
3 Years (annualized)
-16.86%
5 Years (annualized)
-13.13%
10 Years (annualized)
-4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUBIX 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
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-3.33%
Peer Avg (YTD)
+0.50%
vs Peers
-3.82%

LUBIX Mutual Fund Performance

LUBIX performance across multiple time periods: 1-month -2.92%, YTD -3.33%, 1-year -2.64%, 3-year -16.86%, 5-year -13.13%, 10-year -4.63%.

LUBIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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