LPLFX Mutual Fund

LPLFX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
-2.84%
3 Months
-3.68%
6 Months
-3.03%
YTD
-4.12%
1 Year
-3.47%
3 Years (annualized)
+4.35%
5 Years (annualized)
-0.06%
10 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPLFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.12%
Peer Avg (YTD)
-1.38%
vs Peers
-2.74%

LPLFX Mutual Fund Performance

LPLFX performance across multiple time periods: 1-month -2.84%, YTD -4.12%, 1-year -3.47%, 3-year 4.35%, 5-year -0.06%, 10-year 0.78%.

LPLFX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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