LPCRX Mutual Fund

LPCRX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-1.89%
3 Months
-0.99%
6 Months
+3.99%
YTD
+3.44%
1 Year
+4.99%
3 Years (annualized)
+9.69%
5 Years (annualized)
+3.50%
10 Years (annualized)
+5.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+7.09%
vs Peers
-3.64%

LPCRX Mutual Fund Performance

LPCRX performance across multiple time periods: 1-month -1.89%, YTD 3.44%, 1-year 4.99%, 3-year 9.69%, 5-year 3.50%, 10-year 5.83%.

LPCRX 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.

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