LPHRX Mutual Fund

NAV$21.09

Returns Overview

1 Month
-1.49%
3 Months
+2.43%
6 Months
+4.46%
YTD
+7.55%
1 Year
+20.20%
3 Years (annualized)
+17.08%
5 Years (annualized)
+9.38%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPHRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+7.64%
vs Peers
-0.09%

LPHRX Mutual Fund Performance

LPHRX performance across multiple time periods: 1-month -1.49%, YTD 7.55%, 1-year 20.20%, 3-year 17.08%, 5-year 9.38%, 10-year 11.35%.

LPHRX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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