LPDKX Mutual Fund

LPDKX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-0.41%
3 Months
+3.41%
6 Months
+8.40%
YTD
+12.16%
1 Year
+23.52%
3 Years (annualized)
+18.34%
5 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPDKX 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)
+12.16%
Peer Avg (YTD)
+6.99%
vs Peers
+5.17%

LPDKX Mutual Fund Performance

LPDKX performance across multiple time periods: 1-month -0.41%, YTD 12.16%, 1-year 23.52%, 3-year 18.34%, 5-year 10.87%.

LPDKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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