LPWIX Mutual Fund

LPWIX Mutual Fund

NAV$17.53
See how much of LPWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.53%
3 Months
+0.81%
6 Months
+14.57%
YTD
+12.42%
1 Year
+16.35%
3 Years (annualized)
+20.16%
5 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPWIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+7.09%
vs Peers
+5.33%

LPWIX Mutual Fund Performance

LPWIX performance across multiple time periods: 1-month -1.53%, YTD 12.42%, 1-year 16.35%, 3-year 20.16%, 5-year 10.56%.

LPWIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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