LPEIX Mutual Fund

NAV$5.67

Returns Overview

1 Month
+4.23%
3 Months
+4.23%
6 Months
-7.05%
YTD
-6.13%
1 Year
-10.13%
3 Years (annualized)
+7.95%
5 Years (annualized)
+1.93%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPEIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Developed Markets Index(^MSDMUSDP)
This Mutual Fund (YTD)
-6.13%
Peer Avg (YTD)
+8.61%
vs Peers
-14.73%

LPEIX Mutual Fund Performance

LPEIX performance across multiple time periods: 1-month 4.23%, YTD -6.13%, 1-year -10.13%, 3-year 7.95%, 5-year 1.93%, 10-year 9.08%.

LPEIX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

LPEIX performance comparison shows side-by-side returns with another fund. LPEIX alternatives are available in the Mutual Fund Screener.