LPLFX Mutual Fund

LPLFX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
-1.37%
3 Months
-1.19%
6 Months
-1.82%
YTD
-0.67%
1 Year
+2.84%
3 Years (annualized)
+4.02%
5 Years (annualized)
+0.26%
10 Years (annualized)
+2.19%

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)
-0.67%
Peer Avg (YTD)
+1.04%
vs Peers
-1.71%

LPLFX Mutual Fund Performance

LPLFX performance across multiple time periods: 1-month -1.37%, YTD -0.67%, 1-year 2.84%, 3-year 4.02%, 5-year 0.26%, 10-year 2.19%.

LPLFX returns trail the peer average of 1.04% 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.