LPJCX Mutual Fund

LPJCX Mutual Fund

NAV$18.12
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Returns Overview

1 Month
+0.39%
3 Months
+2.39%
6 Months
+5.62%
YTD
+7.38%
1 Year
+15.25%
3 Years (annualized)
+11.95%
5 Years (annualized)
+6.20%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJCX 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)
+7.38%
Peer Avg (YTD)
+6.99%
vs Peers
+0.39%

LPJCX Mutual Fund Performance

LPJCX performance across multiple time periods: 1-month 0.39%, YTD 7.38%, 1-year 15.25%, 3-year 11.95%, 5-year 6.20%, 10-year 8.43%.

LPJCX 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.

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