LPERX Mutual Fund

LPERX Mutual Fund

NAV$3.33
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Returns Overview

1 Month
+4.59%
3 Months
+4.59%
6 Months
-3.39%
YTD
-5.26%
1 Year
-6.76%
3 Years (annualized)
+7.74%
5 Years (annualized)
+1.56%
10 Years (annualized)
+8.56%

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
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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)
-5.26%
Peer Avg (YTD)
+10.67%
vs Peers
-15.93%

LPERX Mutual Fund Performance

LPERX performance across multiple time periods: 1-month 4.59%, YTD -5.26%, 1-year -6.76%, 3-year 7.74%, 5-year 1.56%, 10-year 8.56%.

LPERX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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