LPEFX Mutual Fund

NAV$5.67

Returns Overview

1 Month
-2.99%
3 Months
+7.68%
6 Months
-8.79%
YTD
-9.27%
1 Year
-10.25%
3 Years (annualized)
+7.68%
5 Years (annualized)
+1.65%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPEFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-9.27%
Peer Avg (YTD)
+8.61%
vs Peers
-17.87%

LPEFX Mutual Fund Performance

LPEFX performance across multiple time periods: 1-month -2.99%, YTD -9.27%, 1-year -10.25%, 3-year 7.68%, 5-year 1.65%, 10-year 8.03%.

LPEFX returns trail the peer average of 8.61% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

LPEFX performance comparison shows side-by-side returns with another fund. LPEFX alternatives are available in the Mutual Fund Screener.