LPBCX Mutual Fund

LPBCX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
-0.57%
3 Months
+2.95%
6 Months
+9.30%
YTD
+10.24%
1 Year
+21.82%
3 Years (annualized)
+1.17%
5 Years (annualized)
+5.00%
10 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPBCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+11.42%
vs Peers
-1.18%

LPBCX Mutual Fund Performance

LPBCX performance across multiple time periods: 1-month -0.57%, YTD 10.24%, 1-year 21.82%, 3-year 1.17%, 5-year 5.00%, 10-year 4.94%.

LPBCX returns trail the peer average of 11.42% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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