LPYCX Mutual Fund

NAV$13.03

Returns Overview

1 Month
-0.47%
3 Months
+13.59%
6 Months
+12.09%
YTD
+11.12%
1 Year
+22.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPYCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.12%
Peer Avg (YTD)
+5.87%
vs Peers
+5.25%

LPYCX Mutual Fund Performance

LPYCX performance across multiple time periods: 1-month -0.47%, YTD 11.12%, 1-year 22.93%.

LPYCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

LPYCX performance comparison shows side-by-side returns with another fund. LPYCX alternatives are available in the Mutual Fund Screener.