LPREX Mutual Fund

LPREX Mutual Fund

NAV$16.77
See how much of LPREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.35%
3 Months
-0.06%
6 Months
+2.21%
YTD
+8.19%
1 Year
+10.34%
3 Years (annualized)
+18.07%
5 Years (annualized)
+8.40%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPREX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+6.71%
vs Peers
+1.48%

LPREX Mutual Fund Performance

LPREX performance across multiple time periods: 1-month -0.35%, YTD 8.19%, 1-year 10.34%, 3-year 18.07%, 5-year 8.40%, 10-year 10.45%.

LPREX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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