LPCKX Mutual Fund

LPCKX Mutual Fund

NAV$19.76
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Returns Overview

1 Month
+2.01%
3 Months
+1.22%
6 Months
+5.84%
YTD
+9.97%
1 Year
+15.47%
3 Years (annualized)
+15.20%
5 Years (annualized)
+7.26%
10 Years (annualized)
+9.14%

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)
+9.97%
Peer Avg (YTD)
+8.76%
vs Peers
+1.22%

LPCKX Mutual Fund Performance

LPCKX performance across multiple time periods: 1-month 2.01%, YTD 9.97%, 1-year 15.47%, 3-year 15.20%, 5-year 7.26%, 10-year 9.14%.

LPCKX returns outperform the peer average of 8.76% 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.