LPJIX Mutual Fund

LPJIX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
-1.70%
3 Months
+0.60%
6 Months
+8.94%
YTD
+8.07%
1 Year
+10.70%
3 Years (annualized)
+14.67%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJIX 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)
+8.07%
Peer Avg (YTD)
+7.09%
vs Peers
+0.98%

LPJIX Mutual Fund Performance

LPJIX performance across multiple time periods: 1-month -1.70%, YTD 8.07%, 1-year 10.70%, 3-year 14.67%, 5-year 7.18%, 10-year 9.65%.

LPJIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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