LPRRX Mutual Fund

LPRRX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
+1.19%
3 Months
+0.51%
6 Months
+2.73%
YTD
+5.80%
1 Year
+9.19%
3 Years (annualized)
+10.10%
5 Years (annualized)
+3.87%
10 Years (annualized)
+5.51%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+8.76%
vs Peers
-2.96%

LPRRX Mutual Fund Performance

LPRRX performance across multiple time periods: 1-month 1.19%, YTD 5.80%, 1-year 9.19%, 3-year 10.10%, 5-year 3.87%, 10-year 5.51%.

LPRRX returns trail 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.

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