LPRAX Mutual Fund

LPRAX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
-1.83%
3 Months
-0.96%
6 Months
+4.38%
YTD
+3.98%
1 Year
+5.75%
3 Years (annualized)
+10.24%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+7.09%
vs Peers
-3.10%

LPRAX Mutual Fund Performance

LPRAX performance across multiple time periods: 1-month -1.83%, YTD 3.98%, 1-year 5.75%, 3-year 10.24%, 5-year 4.05%, 10-year 5.64%.

LPRAX returns trail 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.

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