LLPFX Mutual Fund

LLPFX Mutual Fund

NAV$23.36
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Returns Overview

1 Month
+4.58%
3 Months
+4.87%
6 Months
+3.55%
YTD
+3.64%
1 Year
+7.17%
3 Years (annualized)
+5.05%
5 Years (annualized)
+2.63%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLPFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+9.54%
vs Peers
-5.90%

LLPFX Mutual Fund Performance

LLPFX performance across multiple time periods: 1-month 4.58%, YTD 3.64%, 1-year 7.17%, 3-year 5.05%, 5-year 2.63%, 10-year 5.74%.

LLPFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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