LPYAX Mutual Fund

LPYAX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
-1.51%
3 Months
+0.70%
6 Months
+14.52%
YTD
+12.25%
1 Year
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPYAX 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)
+12.25%
Peer Avg (YTD)
+4.96%
vs Peers
+7.29%

LPYAX Mutual Fund Performance

LPYAX performance across multiple time periods: 1-month -1.51%, YTD 12.25%, 1-year 16.02%.

LPYAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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