LPVAX Mutual Fund

LPVAX Mutual Fund

NAV$24.78
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Returns Overview

1 Month
+0.09%
3 Months
+3.80%
6 Months
+8.70%
YTD
+11.34%
1 Year
+23.41%
3 Years (annualized)
+17.67%
5 Years (annualized)
+10.06%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVAX 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)
+11.34%
Peer Avg (YTD)
+6.99%
vs Peers
+4.34%

LPVAX Mutual Fund Performance

LPVAX performance across multiple time periods: 1-month 0.09%, YTD 11.34%, 1-year 23.41%, 3-year 17.67%, 5-year 10.06%, 10-year 11.66%.

LPVAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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