LPCNX Mutual Fund

LPCNX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
-1.94%
3 Months
-0.86%
6 Months
+5.51%
YTD
+4.84%
1 Year
+6.68%
3 Years (annualized)
+11.52%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCNX 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)
+4.84%
Peer Avg (YTD)
+7.09%
vs Peers
-2.25%

LPCNX Mutual Fund Performance

LPCNX performance across multiple time periods: 1-month -1.94%, YTD 4.84%, 1-year 6.68%, 3-year 11.52%, 5-year 4.81%, 10-year 6.99%.

LPCNX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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