LPHKX Mutual Fund

LPHKX Mutual Fund

NAV$22.49
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Returns Overview

1 Month
+0.46%
3 Months
+3.61%
6 Months
+8.22%
YTD
+10.57%
1 Year
+21.24%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.68%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+6.99%
vs Peers
+3.57%

LPHKX Mutual Fund Performance

LPHKX performance across multiple time periods: 1-month 0.46%, YTD 10.57%, 1-year 21.24%, 3-year 16.49%, 5-year 9.68%, 10-year 11.53%.

LPHKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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