LPYCX Mutual Fund

LPYCX Mutual Fund

NAV$13.04
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Returns Overview

1 Month
+2.84%
3 Months
+1.56%
6 Months
+8.57%
YTD
+13.38%
1 Year
+20.95%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+6.28%
vs Peers
+7.09%

LPYCX Mutual Fund Performance

LPYCX performance across multiple time periods: 1-month 2.84%, YTD 13.38%, 1-year 20.95%.

LPYCX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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