LPHRX Mutual Fund

LPHRX Mutual Fund

NAV$21.67
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Returns Overview

1 Month
-1.65%
3 Months
+0.38%
6 Months
+11.75%
YTD
+10.16%
1 Year
+13.32%
3 Years (annualized)
+17.64%
5 Years (annualized)
+9.00%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHRX 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)
+10.16%
Peer Avg (YTD)
+7.09%
vs Peers
+3.07%

LPHRX Mutual Fund Performance

LPHRX performance across multiple time periods: 1-month -1.65%, YTD 10.16%, 1-year 13.32%, 3-year 17.64%, 5-year 9.00%, 10-year 10.99%.

LPHRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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