LPREX Mutual Fund

LPREX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
+0.57%
3 Months
+3.11%
6 Months
+7.09%
YTD
+9.14%
1 Year
+18.48%
3 Years (annualized)
+14.31%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPREX 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
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📉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)
+9.14%
Peer Avg (YTD)
+6.99%
vs Peers
+2.14%

LPREX Mutual Fund Performance

LPREX performance across multiple time periods: 1-month 0.57%, YTD 9.14%, 1-year 18.48%, 3-year 14.31%, 5-year 8.03%, 10-year 10.23%.

LPREX returns outperform 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.

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