LPJAX Mutual Fund

LPJAX Mutual Fund

NAV$18.48
See how much of LPJAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.77%
3 Months
+0.49%
6 Months
+8.79%
YTD
+7.90%
1 Year
+10.39%
3 Years (annualized)
+14.39%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+7.09%
vs Peers
+0.82%

LPJAX Mutual Fund Performance

LPJAX performance across multiple time periods: 1-month -1.77%, YTD 7.90%, 1-year 10.39%, 3-year 14.39%, 5-year 6.92%, 10-year 9.33%.

LPJAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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