LPVKX Mutual Fund

LPVKX Mutual Fund

NAV$25.61
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Returns Overview

1 Month
+2.88%
3 Months
+2.05%
6 Months
+9.17%
YTD
+15.30%
1 Year
+22.41%
3 Years (annualized)
+20.54%
5 Years (annualized)
+10.81%
10 Years (annualized)
+12.51%

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
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)
+15.30%
Peer Avg (YTD)
+8.76%
vs Peers
+6.54%

LPVKX Mutual Fund Performance

LPVKX performance across multiple time periods: 1-month 2.88%, YTD 15.30%, 1-year 22.41%, 3-year 20.54%, 5-year 10.81%, 10-year 12.51%.

LPVKX returns outperform the peer average of 8.76% 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.