LPXCX Mutual Fund

LPXCX Mutual Fund

NAV$9.49
See how much of LPXCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.14%
3 Months
+0.74%
6 Months
+1.07%
YTD
+1.65%
1 Year
+4.30%
3 Years (annualized)
+6.61%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXCX 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
ICE BofA 8% Constrained Developed Markets Low Duration Capital Securities Custom Index
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+2.62%
vs Peers
-0.97%

LPXCX Mutual Fund Performance

LPXCX performance across multiple time periods: 1-month -0.14%, YTD 1.65%, 1-year 4.30%, 3-year 6.61%, 5-year 2.76%, 10-year 3.22%.

LPXCX returns trail the peer average of 2.62% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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