LPXFX Mutual Fund

LPXFX Mutual Fund

NAV$9.34
See how much of LPXFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.41%
3 Months
-0.97%
6 Months
+1.74%
YTD
+1.35%
1 Year
+2.77%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXFX 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
ICE BofA 8% Constrained Developed Markets Low Duration Capital Securities Custom Index
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+0.33%
vs Peers
+1.02%

LPXFX Mutual Fund Performance

LPXFX performance across multiple time periods: 1-month -1.41%, YTD 1.35%, 1-year 2.77%, 3-year 7.80%, 5-year 3.85%, 10-year 4.24%.

LPXFX returns outperform the peer average of 0.33% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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