LPRPX Mutual Fund

LPRPX Mutual Fund

NAV$28.40
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Returns Overview

1 Month
+0.24%
3 Months
+3.71%
6 Months
+8.34%
YTD
+10.88%
1 Year
+22.20%
3 Years (annualized)
+17.37%
5 Years (annualized)
+9.75%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRPX 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)
+10.88%
Peer Avg (YTD)
+6.99%
vs Peers
+3.89%

LPRPX Mutual Fund Performance

LPRPX performance across multiple time periods: 1-month 0.24%, YTD 10.88%, 1-year 22.20%, 3-year 17.37%, 5-year 9.75%, 10-year 11.33%.

LPRPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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