LPCYX Mutual Fund

LPCYX Mutual Fund

NAV$6.41
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Returns Overview

1 Month
-0.15%
3 Months
-2.61%
6 Months
-5.43%
YTD
-4.37%
1 Year
-3.67%
3 Years (annualized)
+0.29%
5 Years (annualized)
-3.06%
10 Years (annualized)
-0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCYX 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)
-4.37%
Peer Avg (YTD)
+2.15%
vs Peers
-6.53%

LPCYX Mutual Fund Performance

LPCYX performance across multiple time periods: 1-month -0.15%, YTD -4.37%, 1-year -3.67%, 3-year 0.29%, 5-year -3.06%, 10-year -0.59%.

LPCYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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