LPRPX Mutual Fund

LPRPX Mutual Fund

NAV$28.30
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Returns Overview

1 Month
+2.58%
3 Months
+1.75%
6 Months
+8.21%
YTD
+13.03%
1 Year
+20.36%
3 Years (annualized)
+19.00%
5 Years (annualized)
+9.60%
10 Years (annualized)
+11.19%

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)
+13.03%
Peer Avg (YTD)
+8.76%
vs Peers
+4.27%

LPRPX Mutual Fund Performance

LPRPX performance across multiple time periods: 1-month 2.58%, YTD 13.03%, 1-year 20.36%, 3-year 19.00%, 5-year 9.60%, 10-year 11.19%.

LPRPX returns outperform the peer average of 8.76% 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.