LPSDX Mutual Fund

LPSDX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
+0.48%
3 Months
+2.19%
6 Months
+5.28%
YTD
+6.87%
1 Year
+14.13%
3 Years (annualized)
+11.53%
5 Years (annualized)
+6.07%
10 Years (annualized)
+8.58%

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)
+6.87%
Peer Avg (YTD)
+6.99%
vs Peers
-0.13%

LPSDX Mutual Fund Performance

LPSDX performance across multiple time periods: 1-month 0.48%, YTD 6.87%, 1-year 14.13%, 3-year 11.53%, 5-year 6.07%, 10-year 8.58%.

LPSDX 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.

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