LPRAX Mutual Fund

LPRAX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
+0.99%
3 Months
+0.37%
6 Months
+1.26%
YTD
+5.02%
1 Year
+6.40%
3 Years (annualized)
+12.07%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+14.77%
vs Peers
-9.75%

LPRAX Mutual Fund Performance

LPRAX performance across multiple time periods: 1-month 0.99%, YTD 5.02%, 1-year 6.40%, 3-year 12.07%, 5-year 3.93%, 10-year 5.66%.

LPRAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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