LPEIX Mutual Fund

LPEIX Mutual Fund

NAV$5.46
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Returns Overview

1 Month
-9.18%
3 Months
-0.91%
6 Months
+6.67%
YTD
-9.93%
1 Year
-10.44%
3 Years (annualized)
+10.30%
5 Years (annualized)
+2.45%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPEIX 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
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📉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
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-9.93%
Peer Avg (YTD)
+7.91%
vs Peers
-17.85%

LPEIX Mutual Fund Performance

LPEIX performance across multiple time periods: 1-month -9.18%, YTD -9.93%, 1-year -10.44%, 3-year 10.30%, 5-year 2.45%, 10-year 9.26%.

LPEIX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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