LPXZX Mutual Fund

LPXZX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
+0.48%
3 Months
+2.75%
6 Months
+2.35%
YTD
+2.25%
1 Year
+6.23%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.84%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXZX 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)
+2.25%
Peer Avg (YTD)
+2.03%
vs Peers
+0.21%

LPXZX Mutual Fund Performance

LPXZX performance across multiple time periods: 1-month 0.48%, YTD 2.25%, 1-year 6.23%, 3-year 8.28%, 5-year 3.84%, 10-year 4.33%.

LPXZX returns outperform the peer average of 2.03% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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