LPCKX Mutual Fund

NAV$19.97

Returns Overview

1 Month
-0.46%
3 Months
+9.54%
6 Months
+8.93%
YTD
+8.15%
1 Year
+17.06%
3 Years (annualized)
+17.92%
5 Years (annualized)
+9.24%
10 Years (annualized)
+10.74%

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
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)
+8.15%
Peer Avg (YTD)
+7.64%
vs Peers
+0.51%

LPCKX Mutual Fund Performance

LPCKX performance across multiple time periods: 1-month -0.46%, YTD 8.15%, 1-year 17.06%, 3-year 17.92%, 5-year 9.24%, 10-year 10.74%.

LPCKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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