LPHAX Mutual Fund

LPHAX Mutual Fund

NAV$21.82
See how much of LPHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.42%
3 Months
+3.52%
6 Months
+7.99%
YTD
+10.28%
1 Year
+20.71%
3 Years (annualized)
+15.91%
5 Years (annualized)
+9.14%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+6.99%
vs Peers
+3.29%

LPHAX Mutual Fund Performance

LPHAX performance across multiple time periods: 1-month 0.42%, YTD 10.28%, 1-year 20.71%, 3-year 15.91%, 5-year 9.14%, 10-year 11.00%.

LPHAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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