LPHAX Mutual Fund

NAV$22.17

Returns Overview

1 Month
-0.37%
3 Months
+11.40%
6 Months
+10.71%
YTD
+9.82%
1 Year
+20.48%
3 Years (annualized)
+17.33%
5 Years (annualized)
+9.59%
10 Years (annualized)
+11.75%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+7.64%
vs Peers
+2.18%

LPHAX Mutual Fund Performance

LPHAX performance across multiple time periods: 1-month -0.37%, YTD 9.82%, 1-year 20.48%, 3-year 17.33%, 5-year 9.59%, 10-year 11.75%.

LPHAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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