LPFAX Mutual Fund

LPFAX Mutual Fund

NAV$5.11
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Returns Overview

1 Month
-9.27%
3 Months
-0.97%
6 Months
+6.71%
YTD
-10.23%
1 Year
+1.41%
3 Years (annualized)
+7.92%
5 Years (annualized)
+1.76%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPFAX 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
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-10.23%
Peer Avg (YTD)
+7.91%
vs Peers
-18.14%

LPFAX Mutual Fund Performance

LPFAX performance across multiple time periods: 1-month -9.27%, YTD -10.23%, 1-year 1.41%, 3-year 7.92%, 5-year 1.76%, 10-year 8.79%.

LPFAX 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.

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