LPHAX Mutual Fund

LPHAX Mutual Fund

NAV$21.93
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Returns Overview

1 Month
+2.32%
3 Months
+2.38%
6 Months
+8.30%
YTD
+12.85%
1 Year
+19.54%
3 Years (annualized)
+18.23%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.60%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+8.76%
vs Peers
+4.09%

LPHAX Mutual Fund Performance

LPHAX performance across multiple time periods: 1-month 2.32%, YTD 12.85%, 1-year 19.54%, 3-year 18.23%, 5-year 9.65%, 10-year 11.60%.

LPHAX returns outperform the peer average of 8.76% 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.