LPYIX Mutual Fund

LPYIX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-1.51%
3 Months
+0.69%
6 Months
+14.67%
YTD
+12.50%
1 Year
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPYIX 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)
+12.50%
Peer Avg (YTD)
+4.96%
vs Peers
+7.54%

LPYIX Mutual Fund Performance

LPYIX performance across multiple time periods: 1-month -1.51%, YTD 12.50%, 1-year 16.32%.

LPYIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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