LPRDX Mutual Fund

LPRDX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
+0.45%
3 Months
+2.07%
6 Months
+5.01%
YTD
+6.55%
1 Year
+13.59%
3 Years (annualized)
+11.23%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRDX 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)
+6.55%
Peer Avg (YTD)
+6.99%
vs Peers
-0.45%

LPRDX Mutual Fund Performance

LPRDX performance across multiple time periods: 1-month 0.45%, YTD 6.55%, 1-year 13.59%, 3-year 11.23%, 5-year 5.70%, 10-year 8.13%.

LPRDX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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