LLPFX Mutual Fund

NAV$23.24

Returns Overview

1 Month
+1.24%
3 Months
+3.87%
6 Months
-0.77%
YTD
-0.90%
1 Year
+2.22%
3 Years (annualized)
+5.62%
5 Years (annualized)
+1.23%
10 Years (annualized)
+5.98%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
+10.82%
vs Peers
-11.72%

LLPFX Mutual Fund Performance

LLPFX performance across multiple time periods: 1-month 1.24%, YTD -0.90%, 1-year 2.22%, 3-year 5.62%, 5-year 1.23%, 10-year 5.98%.

LLPFX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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