LPHCX Mutual Fund

LPHCX Mutual Fund

NAV$20.93
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Returns Overview

1 Month
+2.26%
3 Months
+1.53%
6 Months
+7.22%
YTD
+11.63%
1 Year
+17.90%
3 Years (annualized)
+17.00%
5 Years (annualized)
+8.41%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHCX 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)
+11.63%
Peer Avg (YTD)
+8.76%
vs Peers
+2.87%

LPHCX Mutual Fund Performance

LPHCX performance across multiple time periods: 1-month 2.26%, YTD 11.63%, 1-year 17.90%, 3-year 17.00%, 5-year 8.41%, 10-year 10.37%.

LPHCX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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