LPWIX Mutual Fund

LPWIX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
-0.47%
3 Months
+3.37%
6 Months
+8.33%
YTD
+12.01%
1 Year
+23.16%
3 Years (annualized)
+18.03%
5 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPWIX 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)
+12.01%
Peer Avg (YTD)
+6.99%
vs Peers
+5.02%

LPWIX Mutual Fund Performance

LPWIX performance across multiple time periods: 1-month -0.47%, YTD 12.01%, 1-year 23.16%, 3-year 18.03%, 5-year 10.66%.

LPWIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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