LIPNX Mutual Fund

LIPNX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.21%
3 Months
-1.03%
6 Months
-1.12%
YTD
+0.42%
1 Year
+1.12%
3 Years (annualized)
+3.92%
5 Years (annualized)
+0.07%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIPNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+2.15%
vs Peers
-1.74%

LIPNX Mutual Fund Performance

LIPNX performance across multiple time periods: 1-month 0.21%, YTD 0.42%, 1-year 1.12%, 3-year 3.92%, 5-year 0.07%, 10-year 2.50%.

LIPNX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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