LIPRX Mutual Fund

LIPRX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+0.11%
3 Months
-1.21%
6 Months
-1.27%
YTD
+0.17%
1 Year
+0.72%
3 Years (annualized)
+3.62%
5 Years (annualized)
-0.23%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIPRX 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)
+0.17%
Peer Avg (YTD)
+2.15%
vs Peers
-1.98%

LIPRX Mutual Fund Performance

LIPRX performance across multiple time periods: 1-month 0.11%, YTD 0.17%, 1-year 0.72%, 3-year 3.62%, 5-year -0.23%, 10-year 2.27%.

LIPRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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