LPWCX Mutual Fund

LPWCX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
-0.59%
3 Months
+3.12%
6 Months
+7.79%
YTD
+11.35%
1 Year
+21.91%
3 Years (annualized)
+16.84%
5 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPWCX 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)
+11.35%
Peer Avg (YTD)
+6.99%
vs Peers
+4.36%

LPWCX Mutual Fund Performance

LPWCX performance across multiple time periods: 1-month -0.59%, YTD 11.35%, 1-year 21.91%, 3-year 16.84%, 5-year 9.50%.

LPWCX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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