LPRFX Mutual Fund

NAV$28.69

Returns Overview

1 Month
-0.42%
3 Months
+12.65%
6 Months
+11.67%
YTD
+10.70%
1 Year
+22.41%
3 Years (annualized)
+18.83%
5 Years (annualized)
+10.26%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+7.64%
vs Peers
+3.06%

LPRFX Mutual Fund Performance

LPRFX performance across multiple time periods: 1-month -0.42%, YTD 10.70%, 1-year 22.41%, 3-year 18.83%, 5-year 10.26%, 10-year 12.09%.

LPRFX returns outperform 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.

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