LPJKX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
-0.31%
3 Months
+8.35%
6 Months
+8.29%
YTD
+7.62%
1 Year
+16.21%
3 Years (annualized)
+14.12%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJKX 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)
+7.62%
Peer Avg (YTD)
+7.64%
vs Peers
-0.02%

LPJKX Mutual Fund Performance

LPJKX performance across multiple time periods: 1-month -0.31%, YTD 7.62%, 1-year 16.21%, 3-year 14.12%, 5-year 7.43%, 10-year 10.01%.

LPJKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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