LPFCX Mutual Fund

LPFCX Mutual Fund

NAV$4.19
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Returns Overview

1 Month
-9.35%
3 Months
-1.42%
6 Months
+6.11%
YTD
-10.71%
1 Year
-11.48%
3 Years (annualized)
+9.20%
5 Years (annualized)
+1.44%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPFCX 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)
-10.71%
Peer Avg (YTD)
+7.91%
vs Peers
-18.62%

LPFCX Mutual Fund Performance

LPFCX performance across multiple time periods: 1-month -9.35%, YTD -10.71%, 1-year -11.48%, 3-year 9.20%, 5-year 1.44%, 10-year 8.15%.

LPFCX returns trail the peer average of 7.91% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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