LPHCX Mutual Fund

NAV$21.27

Returns Overview

1 Month
-0.47%
3 Months
+11.16%
6 Months
+10.28%
YTD
+9.42%
1 Year
+19.51%
3 Years (annualized)
+16.44%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.62%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+7.64%
vs Peers
+1.78%

LPHCX Mutual Fund Performance

LPHCX performance across multiple time periods: 1-month -0.47%, YTD 9.42%, 1-year 19.51%, 3-year 16.44%, 5-year 8.55%, 10-year 10.62%.

LPHCX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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