LPSFX Mutual Fund

LPSFX Mutual Fund

NAV$20.94
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Returns Overview

1 Month
-1.71%
3 Months
+0.19%
6 Months
+10.07%
YTD
+9.03%
1 Year
+12.05%
3 Years (annualized)
+16.69%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSFX 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
PROUpgrade to run
🏦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)
+9.03%
Peer Avg (YTD)
+7.09%
vs Peers
+1.95%

LPSFX Mutual Fund Performance

LPSFX performance across multiple time periods: 1-month -1.71%, YTD 9.03%, 1-year 12.05%, 3-year 16.69%, 5-year 8.64%, 10-year 10.64%.

LPSFX returns outperform 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.

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