LPCPX Mutual Fund

LPCPX Mutual Fund

NAV$27.69
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Returns Overview

1 Month
+2.56%
3 Months
+2.25%
6 Months
+8.59%
YTD
+13.33%
1 Year
+20.48%
3 Years (annualized)
+18.91%
5 Years (annualized)
+9.52%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCPX 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)
+13.33%
Peer Avg (YTD)
+8.76%
vs Peers
+4.57%

LPCPX Mutual Fund Performance

LPCPX performance across multiple time periods: 1-month 2.56%, YTD 13.33%, 1-year 20.48%, 3-year 18.91%, 5-year 9.52%, 10-year 11.04%.

LPCPX 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.

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