LPXFX Mutual Fund

LPXFX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
-0.15%
3 Months
+1.03%
6 Months
+1.63%
YTD
+2.20%
1 Year
+5.35%
3 Years (annualized)
+7.70%
5 Years (annualized)
+3.78%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXFX 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)
+2.20%
Peer Avg (YTD)
+2.62%
vs Peers
-0.42%

LPXFX Mutual Fund Performance

LPXFX performance across multiple time periods: 1-month -0.15%, YTD 2.20%, 1-year 5.35%, 3-year 7.70%, 5-year 3.78%, 10-year 4.24%.

LPXFX returns trail the peer average of 2.62% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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