LPJKX Mutual Fund

LPJKX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
+0.42%
3 Months
+2.68%
6 Months
+6.27%
YTD
+8.07%
1 Year
+16.64%
3 Years (annualized)
+13.09%
5 Years (annualized)
+7.22%
10 Years (annualized)
+9.65%

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
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)
+8.07%
Peer Avg (YTD)
+6.99%
vs Peers
+1.08%

LPJKX Mutual Fund Performance

LPJKX performance across multiple time periods: 1-month 0.42%, YTD 8.07%, 1-year 16.64%, 3-year 13.09%, 5-year 7.22%, 10-year 9.65%.

LPJKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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