LPCKX Mutual Fund

LPCKX Mutual Fund

NAV$19.86
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Returns Overview

1 Month
+0.39%
3 Months
+2.85%
6 Months
+6.58%
YTD
+8.58%
1 Year
+17.44%
3 Years (annualized)
+13.46%
5 Years (annualized)
+7.22%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCKX 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)
+8.58%
Peer Avg (YTD)
+6.99%
vs Peers
+1.58%

LPCKX Mutual Fund Performance

LPCKX performance across multiple time periods: 1-month 0.39%, YTD 8.58%, 1-year 17.44%, 3-year 13.46%, 5-year 7.22%, 10-year 10.37%.

LPCKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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