LPDCX Mutual Fund

LPDCX Mutual Fund

NAV$19.04
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Returns Overview

1 Month
+2.79%
3 Months
+1.76%
6 Months
+8.60%
YTD
+14.47%
1 Year
+21.08%
3 Years (annualized)
+19.19%
5 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPDCX 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)
+14.47%
Peer Avg (YTD)
+8.76%
vs Peers
+5.71%

LPDCX Mutual Fund Performance

LPDCX performance across multiple time periods: 1-month 2.79%, YTD 14.47%, 1-year 21.08%, 3-year 19.19%, 5-year 9.53%.

LPDCX 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.

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