LPRRX Mutual Fund

NAV$10.18

Returns Overview

1 Month
-0.39%
3 Months
+5.17%
6 Months
+5.17%
YTD
+4.85%
1 Year
+10.68%
3 Years (annualized)
+9.85%
5 Years (annualized)
+4.10%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+7.64%
vs Peers
-2.79%

LPRRX Mutual Fund Performance

LPRRX performance across multiple time periods: 1-month -0.39%, YTD 4.85%, 1-year 10.68%, 3-year 9.85%, 5-year 4.10%, 10-year 6.08%.

LPRRX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

LPRRX performance comparison shows side-by-side returns with another fund. LPRRX alternatives are available in the Mutual Fund Screener.