LIRPX Mutual Fund

LIRPX Mutual Fund

NAV$15.33
See how much of LIRPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
-1.46%
6 Months
+5.25%
YTD
+5.11%
1 Year
+5.49%
3 Years (annualized)
+10.50%
5 Years (annualized)
+4.00%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRPX 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

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)
+5.11%
Peer Avg (YTD)
+7.10%
vs Peers
-1.99%

LIRPX Mutual Fund Performance

LIRPX performance across multiple time periods: 1-month -2.00%, YTD 5.11%, 1-year 5.49%, 3-year 10.50%, 5-year 4.00%, 10-year 5.52%.

LIRPX returns trail 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.

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