LPRNX Mutual Fund

LPRNX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-1.84%
3 Months
-0.64%
6 Months
+5.84%
YTD
+5.25%
1 Year
+7.28%
3 Years (annualized)
+12.12%
5 Years (annualized)
+5.39%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRNX 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)
+5.25%
Peer Avg (YTD)
+7.09%
vs Peers
-1.83%

LPRNX Mutual Fund Performance

LPRNX performance across multiple time periods: 1-month -1.84%, YTD 5.25%, 1-year 7.28%, 3-year 12.12%, 5-year 5.39%, 10-year 7.59%.

LPRNX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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