LPYKX Mutual Fund

LPYKX Mutual Fund

NAV$13.16
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Returns Overview

1 Month
+2.95%
3 Months
+1.92%
6 Months
+9.31%
YTD
+14.40%
1 Year
+22.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPYKX 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)
+14.40%
Peer Avg (YTD)
+6.28%
vs Peers
+8.11%

LPYKX Mutual Fund Performance

LPYKX performance across multiple time periods: 1-month 2.95%, YTD 14.40%, 1-year 22.48%.

LPYKX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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