LIPKX Mutual Fund

LIPKX Mutual Fund

NAV$31.10
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Returns Overview

1 Month
-0.71%
3 Months
+3.32%
6 Months
+7.62%
YTD
+10.09%
1 Year
+21.24%
3 Years (annualized)
+17.06%
5 Years (annualized)
+9.86%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIPKX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+6.99%
vs Peers
+3.10%

LIPKX Mutual Fund Performance

LIPKX performance across multiple time periods: 1-month -0.71%, YTD 10.09%, 1-year 21.24%, 3-year 17.06%, 5-year 9.86%, 10-year 11.61%.

LIPKX 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.

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