LPSAX Mutual Fund

LPSAX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
-0.27%
3 Months
+0.99%
6 Months
+3.62%
YTD
+4.88%
1 Year
+11.23%
3 Years (annualized)
+9.96%
5 Years (annualized)
+4.70%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSAX 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)
+4.88%
Peer Avg (YTD)
+6.99%
vs Peers
-2.11%

LPSAX Mutual Fund Performance

LPSAX performance across multiple time periods: 1-month -0.27%, YTD 4.88%, 1-year 11.23%, 3-year 9.96%, 5-year 4.70%, 10-year 6.92%.

LPSAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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