LPJIX Mutual Fund

LPJIX Mutual Fund

NAV$18.50
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Returns Overview

1 Month
+1.84%
3 Months
+2.01%
6 Months
+6.03%
YTD
+9.94%
1 Year
+15.24%
3 Years (annualized)
+14.67%
5 Years (annualized)
+7.18%
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
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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)
+9.94%
Peer Avg (YTD)
+8.76%
vs Peers
+1.18%

LPJIX Mutual Fund Performance

LPJIX performance across multiple time periods: 1-month 1.84%, YTD 9.94%, 1-year 15.24%, 3-year 14.67%, 5-year 7.18%, 10-year 9.65%.

LPJIX 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.

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