LPVCX Mutual Fund

LPVCX Mutual Fund

NAV$24.00
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Returns Overview

1 Month
+2.70%
3 Months
+2.27%
6 Months
+9.08%
YTD
+13.90%
1 Year
+21.54%
3 Years (annualized)
+19.24%
5 Years (annualized)
+9.80%
10 Years (annualized)
+11.30%

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)
+13.90%
Peer Avg (YTD)
+8.76%
vs Peers
+5.15%

LPVCX Mutual Fund Performance

LPVCX performance across multiple time periods: 1-month 2.70%, YTD 13.90%, 1-year 21.54%, 3-year 19.24%, 5-year 9.80%, 10-year 11.30%.

LPVCX returns outperform the peer average of 8.76% 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.