LPBIX Mutual Fund

LPBIX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
-0.57%
3 Months
+3.06%
6 Months
+9.79%
YTD
+11.05%
1 Year
+22.94%
3 Years (annualized)
+2.15%
5 Years (annualized)
+6.03%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPBIX 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)
+11.05%
Peer Avg (YTD)
+11.42%
vs Peers
-0.37%

LPBIX Mutual Fund Performance

LPBIX performance across multiple time periods: 1-month -0.57%, YTD 11.05%, 1-year 22.94%, 3-year 2.15%, 5-year 6.03%, 10-year 5.95%.

LPBIX returns trail the peer average of 11.42% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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