LPSFX Mutual Fund

LPSFX Mutual Fund

NAV$21.13
See how much of LPSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.47%
3 Months
+3.09%
6 Months
+7.16%
YTD
+9.34%
1 Year
+18.91%
3 Years (annualized)
+14.88%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+6.99%
vs Peers
+2.35%

LPSFX Mutual Fund Performance

LPSFX performance across multiple time periods: 1-month 0.47%, YTD 9.34%, 1-year 18.91%, 3-year 14.88%, 5-year 8.57%, 10-year 10.76%.

LPSFX returns outperform 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.

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