LPBKX Mutual Fund

LPBKX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-4.60%
3 Months
-1.01%
6 Months
+5.45%
YTD
+6.84%
1 Year
+18.29%
3 Years (annualized)
+1.01%
5 Years (annualized)
+5.43%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPBKX 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)
+6.84%
Peer Avg (YTD)
+11.42%
vs Peers
-4.59%

LPBKX Mutual Fund Performance

LPBKX performance across multiple time periods: 1-month -4.60%, YTD 6.84%, 1-year 18.29%, 3-year 1.01%, 5-year 5.43%, 10-year 5.82%.

LPBKX returns trail the peer average of 11.42% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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