LPRFX Mutual Fund

LPRFX Mutual Fund

NAV$28.53
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Returns Overview

1 Month
+2.62%
3 Months
+2.43%
6 Months
+8.99%
YTD
+13.88%
1 Year
+21.36%
3 Years (annualized)
+19.80%
5 Years (annualized)
+10.33%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.88%
Peer Avg (YTD)
+8.76%
vs Peers
+5.12%

LPRFX Mutual Fund Performance

LPRFX performance across multiple time periods: 1-month 2.62%, YTD 13.88%, 1-year 21.36%, 3-year 19.80%, 5-year 10.33%, 10-year 12.00%.

LPRFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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