LPJIX Mutual Fund

LPJIX Mutual Fund

NAV$18.40
See how much of LPJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.05%
3 Months
+0.16%
6 Months
+2.85%
YTD
+8.12%
1 Year
+10.07%
3 Years (annualized)
+16.64%
5 Years (annualized)
+6.79%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+6.70%
vs Peers
+1.43%

LPJIX Mutual Fund Performance

LPJIX performance across multiple time periods: 1-month 0.05%, YTD 8.12%, 1-year 10.07%, 3-year 16.64%, 5-year 6.79%, 10-year 9.65%.

LPJIX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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