LPJAX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
-0.32%
3 Months
+8.26%
6 Months
+8.00%
YTD
+7.38%
1 Year
+15.64%
3 Years (annualized)
+13.55%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJAX 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
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📉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

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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)
+7.38%
Peer Avg (YTD)
+7.64%
vs Peers
-0.26%

LPJAX Mutual Fund Performance

LPJAX performance across multiple time periods: 1-month -0.32%, YTD 7.38%, 1-year 15.64%, 3-year 13.55%, 5-year 6.90%, 10-year 9.50%.

LPJAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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