LPREX Mutual Fund

LPREX Mutual Fund

NAV$17.11
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Returns Overview

1 Month
-1.74%
3 Months
+0.05%
6 Months
+9.76%
YTD
+8.58%
1 Year
+11.48%
3 Years (annualized)
+17.60%
5 Years (annualized)
+8.94%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPREX 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)
+8.58%
Peer Avg (YTD)
+7.09%
vs Peers
+1.49%

LPREX Mutual Fund Performance

LPREX performance across multiple time periods: 1-month -1.74%, YTD 8.58%, 1-year 11.48%, 3-year 17.60%, 5-year 8.94%, 10-year 10.48%.

LPREX 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.

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