LPHCX Mutual Fund

LPHCX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
-0.86%
3 Months
-0.34%
6 Months
+2.35%
YTD
+8.80%
1 Year
+10.93%
3 Years (annualized)
+18.87%
5 Years (annualized)
+7.78%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHCX 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)
+8.80%
Peer Avg (YTD)
+14.77%
vs Peers
-5.97%

LPHCX Mutual Fund Performance

LPHCX performance across multiple time periods: 1-month -0.86%, YTD 8.80%, 1-year 10.93%, 3-year 18.87%, 5-year 7.78%, 10-year 10.31%.

LPHCX 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.

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