LPRAX Mutual Fund

NAV$8.19

Returns Overview

1 Month
-0.36%
3 Months
+5.40%
6 Months
+5.40%
YTD
+4.99%
1 Year
+11.00%
3 Years (annualized)
+10.14%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+7.64%
vs Peers
-2.65%

LPRAX Mutual Fund Performance

LPRAX performance across multiple time periods: 1-month -0.36%, YTD 4.99%, 1-year 11.00%, 3-year 10.14%, 5-year 4.35%, 10-year 6.27%.

LPRAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

LPRAX performance comparison shows side-by-side returns with another fund. LPRAX alternatives are available in the Mutual Fund Screener.