LPBAX Mutual Fund

NAV$13.75

Returns Overview

1 Month
-0.54%
3 Months
+3.07%
6 Months
+9.66%
YTD
+10.94%
1 Year
+22.69%
3 Years (annualized)
+1.92%
5 Years (annualized)
+5.78%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPBAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.94%
Peer Avg (YTD)
+11.42%
vs Peers
-0.49%

LPBAX Mutual Fund Performance

LPBAX performance across multiple time periods: 1-month -0.54%, YTD 10.94%, 1-year 22.69%, 3-year 1.92%, 5-year 5.78%, 10-year 5.74%.

LPBAX returns trail the peer average of 11.42% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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