LPPIX Mutual Fund

LPPIX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
-0.17%
3 Months
-0.64%
6 Months
-0.78%
YTD
+0.99%
1 Year
+5.53%
3 Years (annualized)
+4.09%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPPIX 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
Bloomberg Barclays Pennsylvania Municipal Bond Index(^BBPAMUB)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.15%
vs Peers
+0.84%

LPPIX Mutual Fund Performance

LPPIX performance across multiple time periods: 1-month -0.17%, YTD 0.99%, 1-year 5.53%, 3-year 4.09%, 5-year 0.34%, 10-year 1.74%.

LPPIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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