LPVKX Mutual Fund

LPVKX Mutual Fund

NAV$25.51
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Returns Overview

1 Month
-0.45%
3 Months
+3.36%
6 Months
+8.35%
YTD
+12.07%
1 Year
+23.32%
3 Years (annualized)
+18.26%
5 Years (annualized)
+10.62%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVKX 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)
+12.07%
Peer Avg (YTD)
+6.99%
vs Peers
+5.08%

LPVKX Mutual Fund Performance

LPVKX performance across multiple time periods: 1-month -0.45%, YTD 12.07%, 1-year 23.32%, 3-year 18.26%, 5-year 10.62%, 10-year 12.20%.

LPVKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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