LPXCX Mutual Fund

LPXCX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+0.39%
3 Months
+2.46%
6 Months
+1.79%
YTD
+1.79%
1 Year
+5.04%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.84%
10 Years (annualized)
+3.23%

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
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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)
+1.79%
Peer Avg (YTD)
+2.03%
vs Peers
-0.25%

LPXCX Mutual Fund Performance

LPXCX performance across multiple time periods: 1-month 0.39%, YTD 1.79%, 1-year 5.04%, 3-year 7.17%, 5-year 2.84%, 10-year 3.23%.

LPXCX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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