LPERX Mutual Fund

NAV$3.55

Returns Overview

1 Month
-2.97%
3 Months
+7.57%
6 Months
-8.91%
YTD
-9.42%
1 Year
-10.46%
3 Years (annualized)
+7.50%
5 Years (annualized)
+1.46%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-9.42%
Peer Avg (YTD)
+8.61%
vs Peers
-18.02%

LPERX Mutual Fund Performance

LPERX performance across multiple time periods: 1-month -2.97%, YTD -9.42%, 1-year -10.46%, 3-year 7.50%, 5-year 1.46%, 10-year 8.65%.

LPERX returns trail the peer average of 8.61% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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