LPSAX Mutual Fund

LPSAX Mutual Fund

NAV$10.30
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Returns Overview

1 Month
-1.73%
3 Months
-0.76%
6 Months
+4.69%
YTD
+4.37%
1 Year
+6.30%
3 Years (annualized)
+10.86%
5 Years (annualized)
+4.61%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+7.09%
vs Peers
-2.71%

LPSAX Mutual Fund Performance

LPSAX performance across multiple time periods: 1-month -1.73%, YTD 4.37%, 1-year 6.30%, 3-year 10.86%, 5-year 4.61%, 10-year 6.23%.

LPSAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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