LPYIX Mutual Fund

LPYIX Mutual Fund

NAV$13.28
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Returns Overview

1 Month
-0.69%
3 Months
+3.29%
6 Months
+8.24%
YTD
+10.95%
1 Year
+22.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPYIX 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
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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)
+10.95%
Peer Avg (YTD)
+5.54%
vs Peers
+5.41%

LPYIX Mutual Fund Performance

LPYIX performance across multiple time periods: 1-month -0.69%, YTD 10.95%, 1-year 22.91%.

LPYIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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