LPRRX Mutual Fund

LPRRX Mutual Fund

NAV$10.08
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Returns Overview

1 Month
-1.77%
3 Months
-0.87%
6 Months
+4.25%
YTD
+3.93%
1 Year
+5.53%
3 Years (annualized)
+10.10%
5 Years (annualized)
+3.87%
10 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRRX 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)
+3.93%
Peer Avg (YTD)
+7.09%
vs Peers
-3.16%

LPRRX Mutual Fund Performance

LPRRX performance across multiple time periods: 1-month -1.77%, YTD 3.93%, 1-year 5.53%, 3-year 10.10%, 5-year 3.87%, 10-year 5.51%.

LPRRX 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.

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