LPEFX Mutual Fund

LPEFX Mutual Fund

NAV$5.15
See how much of LPEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.36%
3 Months
-1.16%
6 Months
+6.43%
YTD
-10.31%
1 Year
-10.76%
3 Years (annualized)
+9.97%
5 Years (annualized)
+2.18%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPEFX 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
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-10.31%
Peer Avg (YTD)
+7.91%
vs Peers
-18.23%

LPEFX Mutual Fund Performance

LPEFX performance across multiple time periods: 1-month -9.36%, YTD -10.31%, 1-year -10.76%, 3-year 9.97%, 5-year 2.18%, 10-year 8.97%.

LPEFX returns trail the peer average of 7.91% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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