LPFCX Mutual Fund

NAV$4.59

Returns Overview

1 Month
-2.98%
3 Months
+7.63%
6 Months
-9.03%
YTD
-9.42%
1 Year
-10.84%
3 Years (annualized)
+6.93%
5 Years (annualized)
+0.96%
10 Years (annualized)
+7.58%

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
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
-18.03%

LPFCX Mutual Fund Performance

LPFCX performance across multiple time periods: 1-month -2.98%, YTD -9.42%, 1-year -10.84%, 3-year 6.93%, 5-year 0.96%, 10-year 7.58%.

LPFCX returns trail the peer average of 8.61% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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