LPJRX Mutual Fund

LPJRX Mutual Fund

NAV$18.27
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Returns Overview

1 Month
+0.38%
3 Months
+2.50%
6 Months
+5.91%
YTD
+7.70%
1 Year
+15.82%
3 Years (annualized)
+12.32%
5 Years (annualized)
+6.48%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJRX 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)
+7.70%
Peer Avg (YTD)
+6.99%
vs Peers
+0.70%

LPJRX Mutual Fund Performance

LPJRX performance across multiple time periods: 1-month 0.38%, YTD 7.70%, 1-year 15.82%, 3-year 12.32%, 5-year 6.48%, 10-year 8.90%.

LPJRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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