LPVCX Mutual Fund

LPVCX Mutual Fund

NAV$24.02
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Returns Overview

1 Month
+0.05%
3 Months
+3.65%
6 Months
+8.36%
YTD
+10.91%
1 Year
+22.54%
3 Years (annualized)
+17.01%
5 Years (annualized)
+9.62%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVCX 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)
+10.91%
Peer Avg (YTD)
+6.99%
vs Peers
+3.92%

LPVCX Mutual Fund Performance

LPVCX performance across multiple time periods: 1-month 0.05%, YTD 10.91%, 1-year 22.54%, 3-year 17.01%, 5-year 9.62%, 10-year 10.99%.

LPVCX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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