LAMPX Mutual Fund

NAV$27.91

Returns Overview

1 Month
+1.17%
3 Months
+9.12%
6 Months
+8.26%
YTD
+7.32%
1 Year
+18.20%
3 Years (annualized)
+17.71%
5 Years (annualized)
+11.32%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAMPX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+9.51%
vs Peers
-2.18%

LAMPX Mutual Fund Performance

LAMPX performance across multiple time periods: 1-month 1.17%, YTD 7.32%, 1-year 18.20%, 3-year 17.71%, 5-year 11.32%, 10-year 12.52%.

LAMPX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

LAMPX performance comparison shows side-by-side returns with another fund. LAMPX alternatives are available in the Mutual Fund Screener.