LPCNX Mutual Fund

NAV$15.04

Returns Overview

1 Month
-0.40%
3 Months
+6.42%
6 Months
+6.20%
YTD
+5.74%
1 Year
+12.17%
3 Years (annualized)
+11.02%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.58%

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

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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)
+5.74%
Peer Avg (YTD)
+7.64%
vs Peers
-1.90%

LPCNX Mutual Fund Performance

LPCNX performance across multiple time periods: 1-month -0.40%, YTD 5.74%, 1-year 12.17%, 3-year 11.02%, 5-year 4.96%, 10-year 7.58%.

LPCNX returns trail 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.

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