LIPAX Mutual Fund

LIPAX Mutual Fund

NAV$30.63
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Returns Overview

1 Month
-1.78%
3 Months
-0.06%
6 Months
+12.84%
YTD
+10.66%
1 Year
+14.52%
3 Years (annualized)
+18.80%
5 Years (annualized)
+9.60%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIPAX 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 US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+7.10%
vs Peers
+3.56%

LIPAX Mutual Fund Performance

LIPAX performance across multiple time periods: 1-month -1.78%, YTD 10.66%, 1-year 14.52%, 3-year 18.80%, 5-year 9.60%, 10-year 11.57%.

LIPAX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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