LPFAX Mutual Fund

NAV$5.34

Returns Overview

1 Month
+4.91%
3 Months
+5.33%
6 Months
-6.15%
YTD
-5.82%
1 Year
-10.34%
3 Years (annualized)
+7.61%
5 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPFAX 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

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)
-5.82%
Peer Avg (YTD)
+8.61%
vs Peers
-14.43%

LPFAX Mutual Fund Performance

LPFAX performance across multiple time periods: 1-month 4.91%, YTD -5.82%, 1-year -10.34%, 3-year 7.61%, 5-year 1.62%.

LPFAX returns trail the peer average of 8.61% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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