LPXRX Mutual Fund

LPXRX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+0.53%
3 Months
+0.77%
6 Months
+1.34%
YTD
+2.38%
1 Year
+4.75%
3 Years (annualized)
+7.29%
5 Years (annualized)
+3.34%
10 Years (annualized)
+3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXRX 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)
+2.38%
Peer Avg (YTD)
+2.74%
vs Peers
-0.36%

LPXRX Mutual Fund Performance

LPXRX performance across multiple time periods: 1-month 0.53%, YTD 2.38%, 1-year 4.75%, 3-year 7.29%, 5-year 3.34%, 10-year 3.63%.

LPXRX returns trail the peer average of 2.74% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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