LPRDX Mutual Fund

NAV$14.58

Returns Overview

1 Month
-0.34%
3 Months
+6.62%
6 Months
+6.62%
YTD
+6.07%
1 Year
+12.99%
3 Years (annualized)
+11.84%
5 Years (annualized)
+5.74%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+7.64%
vs Peers
-1.57%

LPRDX Mutual Fund Performance

LPRDX performance across multiple time periods: 1-month -0.34%, YTD 6.07%, 1-year 12.99%, 3-year 11.84%, 5-year 5.74%, 10-year 8.44%.

LPRDX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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