LPHIX Mutual Fund

LPHIX Mutual Fund

NAV$22.22
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Returns Overview

1 Month
+2.35%
3 Months
+1.79%
6 Months
+7.73%
YTD
+12.33%
1 Year
+19.04%
3 Years (annualized)
+18.16%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHIX 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)
+12.33%
Peer Avg (YTD)
+8.76%
vs Peers
+3.57%

LPHIX Mutual Fund Performance

LPHIX performance across multiple time periods: 1-month 2.35%, YTD 12.33%, 1-year 19.04%, 3-year 18.16%, 5-year 9.49%, 10-year 11.50%.

LPHIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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