LPVAX Mutual Fund

LPVAX Mutual Fund

NAV$24.62
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Returns Overview

1 Month
-1.61%
3 Months
+1.25%
6 Months
+14.78%
YTD
+12.63%
1 Year
+16.50%
3 Years (annualized)
+20.16%
5 Years (annualized)
+10.62%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVAX 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)
+12.63%
Peer Avg (YTD)
+7.09%
vs Peers
+5.54%

LPVAX Mutual Fund Performance

LPVAX performance across multiple time periods: 1-month -1.61%, YTD 12.63%, 1-year 16.50%, 3-year 20.16%, 5-year 10.62%, 10-year 12.35%.

LPVAX 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.

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