LIPRX Mutual Fund

LIPRX Mutual Fund

NAV$9.39
See how much of LIPRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.85%
3 Months
-1.01%
6 Months
-0.35%
YTD
+0.06%
1 Year
+2.18%
3 Years (annualized)
+3.22%
5 Years (annualized)
-0.30%
10 Years (annualized)
+2.19%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+0.12%
vs Peers
-0.06%

LIPRX Mutual Fund Performance

LIPRX performance across multiple time periods: 1-month -0.85%, YTD 0.06%, 1-year 2.18%, 3-year 3.22%, 5-year -0.30%, 10-year 2.19%.

LIPRX returns trail the peer average of 0.12% 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.