LPFCX Mutual Fund

LPFCX Mutual Fund

NAV$4.53
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Returns Overview

1 Month
+4.49%
3 Months
+4.74%
6 Months
-3.70%
YTD
-5.35%
1 Year
-7.17%
3 Years (annualized)
+7.22%
5 Years (annualized)
+1.07%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPFCX 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)
-5.35%
Peer Avg (YTD)
+10.67%
vs Peers
-16.02%

LPFCX Mutual Fund Performance

LPFCX performance across multiple time periods: 1-month 4.49%, YTD -5.35%, 1-year -7.17%, 3-year 7.22%, 5-year 1.07%, 10-year 7.99%.

LPFCX returns trail the peer average of 10.67% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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