LPXRX Mutual Fund

LPXRX Mutual Fund

NAV$9.44
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Returns Overview

3 Months
-0.92%
6 Months
-0.05%
YTD
+0.91%
1 Year
+1.87%
3 Years (annualized)
+6.90%
5 Years (annualized)
+3.14%
10 Years (annualized)
+3.48%

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)
+0.91%
Peer Avg (YTD)
+0.29%
vs Peers
+0.62%

LPXRX Mutual Fund Performance

LPXRX performance across multiple time periods: YTD 0.91%, 1-year 1.87%, 3-year 6.90%, 5-year 3.14%, 10-year 3.48%.

LPXRX returns outperform the peer average of 0.29% 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.