LPSDX Mutual Fund

LPSDX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
+1.56%
3 Months
+0.99%
6 Months
+4.19%
YTD
+7.75%
1 Year
+12.08%
3 Years (annualized)
+12.89%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSDX 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)
+7.75%
Peer Avg (YTD)
+8.76%
vs Peers
-1.01%

LPSDX Mutual Fund Performance

LPSDX performance across multiple time periods: 1-month 1.56%, YTD 7.75%, 1-year 12.08%, 3-year 12.89%, 5-year 6.12%, 10-year 8.33%.

LPSDX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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