LPEFX Mutual Fund

LPEFX Mutual Fund

NAV$5.50
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Returns Overview

1 Month
+3.31%
3 Months
-2.39%
6 Months
+2.32%
YTD
-7.34%
1 Year
-4.64%
3 Years (annualized)
+9.89%
5 Years (annualized)
+0.34%
10 Years (annualized)
+8.01%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-7.34%
Peer Avg (YTD)
+9.56%
vs Peers
-16.91%

LPEFX Mutual Fund Performance

LPEFX performance across multiple time periods: 1-month 3.31%, YTD -7.34%, 1-year -4.64%, 3-year 9.89%, 5-year 0.34%, 10-year 8.01%.

LPEFX returns trail the peer average of 9.56% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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