LPDRX Mutual Fund

LPDRX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-0.47%
3 Months
+3.29%
6 Months
+8.04%
YTD
+11.75%
1 Year
+22.70%
3 Years (annualized)
+17.53%
5 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPDRX 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)
+11.75%
Peer Avg (YTD)
+6.99%
vs Peers
+4.76%

LPDRX Mutual Fund Performance

LPDRX performance across multiple time periods: 1-month -0.47%, YTD 11.75%, 1-year 22.70%, 3-year 17.53%, 5-year 10.11%.

LPDRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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