LPCNX Mutual Fund

LPCNX Mutual Fund

NAV$14.98
See how much of LPCNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
+1.87%
6 Months
+4.65%
YTD
+6.14%
1 Year
+12.75%
3 Years (annualized)
+10.41%
5 Years (annualized)
+4.91%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+6.99%
vs Peers
-0.86%

LPCNX Mutual Fund Performance

LPCNX performance across multiple time periods: 1-month 0.37%, YTD 6.14%, 1-year 12.75%, 3-year 10.41%, 5-year 4.91%, 10-year 7.29%.

LPCNX returns trail 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.

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