LPCRX Mutual Fund

NAV$10.10

Returns Overview

1 Month
-0.50%
3 Months
+5.02%
6 Months
+4.91%
YTD
+4.47%
1 Year
+9.95%
3 Years (annualized)
+9.24%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.47%
Peer Avg (YTD)
+7.64%
vs Peers
-3.17%

LPCRX Mutual Fund Performance

LPCRX performance across multiple time periods: 1-month -0.50%, YTD 4.47%, 1-year 9.95%, 3-year 9.24%, 5-year 3.62%, 10-year 5.98%.

LPCRX 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.

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