LPEIX Mutual Fund

LPEIX Mutual Fund

NAV$6.02
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Returns Overview

1 Month
+4.74%
3 Months
+4.93%
6 Months
-3.20%
YTD
-4.80%
1 Year
-6.14%
3 Years (annualized)
+8.28%
5 Years (annualized)
+2.08%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPEIX 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
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📉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)
-4.80%
Peer Avg (YTD)
+10.67%
vs Peers
-15.47%

LPEIX Mutual Fund Performance

LPEIX performance across multiple time periods: 1-month 4.74%, YTD -4.80%, 1-year -6.14%, 3-year 8.28%, 5-year 2.08%, 10-year 9.08%.

LPEIX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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