LPRNX Mutual Fund

NAV$15.26

Returns Overview

1 Month
-0.39%
3 Months
+6.53%
6 Months
+6.46%
YTD
+5.94%
1 Year
+12.79%
3 Years (annualized)
+11.61%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPRNX 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)
+5.94%
Peer Avg (YTD)
+7.64%
vs Peers
-1.70%

LPRNX Mutual Fund Performance

LPRNX performance across multiple time periods: 1-month -0.39%, YTD 5.94%, 1-year 12.79%, 3-year 11.61%, 5-year 5.65%, 10-year 8.19%.

LPRNX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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