LPHKX Mutual Fund

LPHKX Mutual Fund

NAV$22.52
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Returns Overview

1 Month
-1.59%
3 Months
+0.59%
6 Months
+12.15%
YTD
+10.72%
1 Year
+14.13%
3 Years (annualized)
+18.46%
5 Years (annualized)
+9.75%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHKX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.72%
Peer Avg (YTD)
+7.09%
vs Peers
+3.63%

LPHKX Mutual Fund Performance

LPHKX performance across multiple time periods: 1-month -1.59%, YTD 10.72%, 1-year 14.13%, 3-year 18.46%, 5-year 9.75%, 10-year 11.76%.

LPHKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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