LPVIX Mutual Fund

LPVIX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
-0.42%
3 Months
+3.31%
6 Months
+8.27%
YTD
+11.98%
1 Year
+23.03%
3 Years (annualized)
+17.98%
5 Years (annualized)
+10.34%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVIX 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)
+11.98%
Peer Avg (YTD)
+6.99%
vs Peers
+4.99%

LPVIX Mutual Fund Performance

LPVIX performance across multiple time periods: 1-month -0.42%, YTD 11.98%, 1-year 23.03%, 3-year 17.98%, 5-year 10.34%, 10-year 11.95%.

LPVIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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