LPCRX Mutual Fund

LPCRX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
-0.38%
3 Months
+0.62%
6 Months
+2.90%
YTD
+4.07%
1 Year
+9.79%
3 Years (annualized)
+8.50%
5 Years (annualized)
+3.27%
10 Years (annualized)
+5.21%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+6.99%
vs Peers
-2.92%

LPCRX Mutual Fund Performance

LPCRX performance across multiple time periods: 1-month -0.38%, YTD 4.07%, 1-year 9.79%, 3-year 8.50%, 5-year 3.27%, 10-year 5.21%.

LPCRX 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.

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