LPXAX Mutual Fund

LPXAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+0.56%
3 Months
+0.83%
6 Months
+1.45%
YTD
+2.53%
1 Year
+4.84%
3 Years (annualized)
+7.48%
5 Years (annualized)
+3.54%
10 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXAX 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
ICE BofA 8% Constrained Developed Markets Low Duration Capital Securities Custom Index
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+2.74%
vs Peers
-0.22%

LPXAX Mutual Fund Performance

LPXAX performance across multiple time periods: 1-month 0.56%, YTD 2.53%, 1-year 4.84%, 3-year 7.48%, 5-year 3.54%, 10-year 3.72%.

LPXAX returns trail the peer average of 2.74% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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