LPWRX Mutual Fund

LPWRX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
-1.54%
3 Months
+0.70%
6 Months
+14.33%
YTD
+12.03%
1 Year
+15.85%
3 Years (annualized)
+19.60%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPWRX 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)
+12.03%
Peer Avg (YTD)
+7.09%
vs Peers
+4.94%

LPWRX Mutual Fund Performance

LPWRX performance across multiple time periods: 1-month -1.54%, YTD 12.03%, 1-year 15.85%, 3-year 19.60%, 5-year 10.07%.

LPWRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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