LPHCX Mutual Fund

LPHCX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
+0.44%
3 Months
+3.39%
6 Months
+7.60%
YTD
+9.90%
1 Year
+19.88%
3 Years (annualized)
+15.43%
5 Years (annualized)
+8.54%
10 Years (annualized)
+10.22%

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)
+9.90%
Peer Avg (YTD)
+6.99%
vs Peers
+2.91%

LPHCX Mutual Fund Performance

LPHCX performance across multiple time periods: 1-month 0.44%, YTD 9.90%, 1-year 19.88%, 3-year 15.43%, 5-year 8.54%, 10-year 10.22%.

LPHCX returns outperform the peer average of 6.99% 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.