LPXIX Mutual Fund

LPXIX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
+0.59%
3 Months
+0.93%
6 Months
+1.65%
YTD
+2.80%
1 Year
+5.27%
3 Years (annualized)
+7.79%
5 Years (annualized)
+3.85%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXIX 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)
+2.80%
Peer Avg (YTD)
+2.74%
vs Peers
+0.06%

LPXIX Mutual Fund Performance

LPXIX performance across multiple time periods: 1-month 0.59%, YTD 2.80%, 1-year 5.27%, 3-year 7.79%, 5-year 3.85%, 10-year 3.97%.

LPXIX returns outperform the peer average of 2.74% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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