LPJKX Mutual Fund

LPJKX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
+0.11%
3 Months
+0.26%
6 Months
+2.23%
YTD
+7.59%
1 Year
+9.55%
3 Years (annualized)
+16.62%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJKX 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)
+7.59%
Peer Avg (YTD)
+14.77%
vs Peers
-7.17%

LPJKX Mutual Fund Performance

LPJKX performance across multiple time periods: 1-month 0.11%, YTD 7.59%, 1-year 9.55%, 3-year 16.62%, 5-year 6.90%, 10-year 9.73%.

LPJKX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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