LPLFX Mutual Fund

LPLFX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+0.51%
3 Months
-0.61%
6 Months
-2.30%
YTD
-0.16%
1 Year
+2.13%
3 Years (annualized)
+4.35%
5 Years (annualized)
-0.06%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPLFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+0.56%
vs Peers
-0.72%

LPLFX Mutual Fund Performance

LPLFX performance across multiple time periods: 1-month 0.51%, YTD -0.16%, 1-year 2.13%, 3-year 4.35%, 5-year -0.06%, 10-year 0.78%.

LPLFX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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