LPXCX Mutual Fund

LPXCX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-1.49%
3 Months
-1.14%
6 Months
+1.29%
YTD
+0.63%
1 Year
+1.76%
3 Years (annualized)
+6.74%
5 Years (annualized)
+2.83%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXCX 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
ICE BofA 8% Constrained Developed Markets Low Duration Capital Securities Custom Index
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+0.33%
vs Peers
+0.30%

LPXCX Mutual Fund Performance

LPXCX performance across multiple time periods: 1-month -1.49%, YTD 0.63%, 1-year 1.76%, 3-year 6.74%, 5-year 2.83%, 10-year 3.00%.

LPXCX returns outperform the peer average of 0.33% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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