LPXAX Mutual Fund

LPXAX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
-0.18%
3 Months
+0.93%
6 Months
+1.43%
YTD
+1.96%
1 Year
+5.04%
3 Years (annualized)
+7.34%
5 Years (annualized)
+3.47%
10 Years (annualized)
+3.94%

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)
+1.96%
Peer Avg (YTD)
+2.62%
vs Peers
-0.66%

LPXAX Mutual Fund Performance

LPXAX performance across multiple time periods: 1-month -0.18%, YTD 1.96%, 1-year 5.04%, 3-year 7.34%, 5-year 3.47%, 10-year 3.94%.

LPXAX returns trail the peer average of 2.62% 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.