LIPAX Mutual Fund

LIPAX Mutual Fund

NAV$30.53
See how much of LIPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.75%
3 Months
+3.23%
6 Months
+7.43%
YTD
+9.90%
1 Year
+20.85%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.52%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+6.99%
vs Peers
+2.90%

LIPAX Mutual Fund Performance

LIPAX performance across multiple time periods: 1-month -0.75%, YTD 9.90%, 1-year 20.85%, 3-year 16.71%, 5-year 9.52%, 10-year 11.28%.

LIPAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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