LPCPX Mutual Fund

LPCPX Mutual Fund

NAV$26.71
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Returns Overview

1 Month
-1.25%
3 Months
-0.41%
6 Months
+3.13%
YTD
+10.05%
1 Year
+12.33%
3 Years (annualized)
+20.83%
5 Years (annualized)
+8.78%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPCPX 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)
+10.05%
Peer Avg (YTD)
+14.77%
vs Peers
-4.71%

LPCPX Mutual Fund Performance

LPCPX performance across multiple time periods: 1-month -1.25%, YTD 10.05%, 1-year 12.33%, 3-year 20.83%, 5-year 8.78%, 10-year 10.93%.

LPCPX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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