LPVRX Mutual Fund

LPVRX Mutual Fund

NAV$24.60
See how much of LPVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.05%
3 Months
+3.78%
6 Months
+8.62%
YTD
+11.22%
1 Year
+23.15%
3 Years (annualized)
+17.43%
5 Years (annualized)
+9.84%
10 Years (annualized)
+11.43%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+6.99%
vs Peers
+4.23%

LPVRX Mutual Fund Performance

LPVRX performance across multiple time periods: 1-month 0.05%, YTD 11.22%, 1-year 23.15%, 3-year 17.43%, 5-year 9.84%, 10-year 11.43%.

LPVRX returns outperform the peer average of 6.99% 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.