LPJRX Mutual Fund

LPJRX Mutual Fund

NAV$18.08
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Returns Overview

1 Month
+0.05%
3 Months
+0.11%
6 Months
+1.86%
YTD
+7.03%
1 Year
+8.81%
3 Years (annualized)
+15.82%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPJRX 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)
+7.03%
Peer Avg (YTD)
+14.77%
vs Peers
-7.74%

LPJRX Mutual Fund Performance

LPJRX performance across multiple time periods: 1-month 0.05%, YTD 7.03%, 1-year 8.81%, 3-year 15.82%, 5-year 6.16%, 10-year 8.98%.

LPJRX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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