LPWAX Mutual Fund

LPWAX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
-1.60%
3 Months
+0.70%
6 Months
+14.40%
YTD
+12.17%
1 Year
+15.96%
3 Years (annualized)
+20.01%
5 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPWAX 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)
+12.17%
Peer Avg (YTD)
+7.09%
vs Peers
+5.08%

LPWAX Mutual Fund Performance

LPWAX performance across multiple time periods: 1-month -1.60%, YTD 12.17%, 1-year 15.96%, 3-year 20.01%, 5-year 10.55%.

LPWAX 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.

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