LPSGX Mutual Fund

LPSGX Mutual Fund

NAV$29.38
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.38%
3 Months
+12.78%
6 Months
+11.94%
YTD
+10.94%
1 Year
+23.01%
3 Years (annualized)
+19.42%
5 Years (annualized)
+10.81%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSGX 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)
+10.94%
Peer Avg (YTD)
+7.64%
vs Peers
+3.30%

LPSGX Mutual Fund Performance

LPSGX performance across multiple time periods: 1-month -0.38%, YTD 10.94%, 1-year 23.01%, 3-year 19.42%, 5-year 10.81%, 10-year 12.63%.

LPSGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

LPSGX performance comparison shows side-by-side returns with another fund. LPSGX alternatives are available in the Mutual Fund Screener.