LPSFX Mutual Fund

LPSFX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
+2.13%
3 Months
+1.59%
6 Months
+6.53%
YTD
+10.93%
1 Year
+16.98%
3 Years (annualized)
+16.69%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.64%

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
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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)
+10.93%
Peer Avg (YTD)
+8.76%
vs Peers
+2.17%

LPSFX Mutual Fund Performance

LPSFX performance across multiple time periods: 1-month 2.13%, YTD 10.93%, 1-year 16.98%, 3-year 16.69%, 5-year 8.64%, 10-year 10.64%.

LPSFX returns outperform 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.

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