LPEFX Mutual Fund

LPEFX Mutual Fund

NAV$5.66
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Returns Overview

1 Month
+4.62%
3 Months
+4.83%
6 Months
-3.38%
YTD
-5.07%
1 Year
-6.38%
3 Years (annualized)
+7.99%
5 Years (annualized)
+1.78%
10 Years (annualized)
+8.79%

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
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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
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-5.07%
Peer Avg (YTD)
+10.67%
vs Peers
-15.74%

LPEFX Mutual Fund Performance

LPEFX performance across multiple time periods: 1-month 4.62%, YTD -5.07%, 1-year -6.38%, 3-year 7.99%, 5-year 1.78%, 10-year 8.79%.

LPEFX returns trail the peer average of 10.67% 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.