LPVRX Mutual Fund

LPVRX Mutual Fund

NAV$24.56
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Returns Overview

1 Month
+2.80%
3 Months
+1.85%
6 Months
+8.74%
YTD
+14.75%
1 Year
+21.51%
3 Years (annualized)
+19.70%
5 Years (annualized)
+10.03%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVRX 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)
+14.75%
Peer Avg (YTD)
+8.76%
vs Peers
+5.99%

LPVRX Mutual Fund Performance

LPVRX performance across multiple time periods: 1-month 2.80%, YTD 14.75%, 1-year 21.51%, 3-year 19.70%, 5-year 10.03%, 10-year 11.73%.

LPVRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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