LPWRX Mutual Fund

NAV$17.61

Returns Overview

1 Month
-0.47%
3 Months
+13.54%
6 Months
+12.27%
YTD
+11.25%
1 Year
+23.48%
3 Years (annualized)
+19.03%
5 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPWRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+7.64%
vs Peers
+3.61%

LPWRX Mutual Fund Performance

LPWRX performance across multiple time periods: 1-month -0.47%, YTD 11.25%, 1-year 23.48%, 3-year 19.03%, 5-year 10.43%.

LPWRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

LPWRX performance comparison shows side-by-side returns with another fund. LPWRX alternatives are available in the Mutual Fund Screener.