LPVAX Mutual Fund

NAV$24.72

Returns Overview

1 Month
-0.41%
3 Months
+13.36%
6 Months
+12.32%
YTD
+11.24%
1 Year
+23.61%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.56%
10 Years (annualized)
+12.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+7.64%
vs Peers
+3.60%

LPVAX Mutual Fund Performance

LPVAX performance across multiple time periods: 1-month -0.41%, YTD 11.24%, 1-year 23.61%, 3-year 19.20%, 5-year 10.56%, 10-year 12.49%.

LPVAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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