LPWRX Mutual Fund

LPWRX Mutual Fund

NAV$17.52
See how much of LPWRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
+3.27%
6 Months
+8.13%
YTD
+11.74%
1 Year
+22.66%
3 Years (annualized)
+17.51%
5 Years (annualized)
+10.17%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+6.99%
vs Peers
+4.75%

LPWRX Mutual Fund Performance

LPWRX performance across multiple time periods: 1-month -0.47%, YTD 11.74%, 1-year 22.66%, 3-year 17.51%, 5-year 10.17%.

LPWRX 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.

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