LPSAX Mutual Fund

NAV$10.41

Returns Overview

1 Month
-0.29%
3 Months
+5.49%
6 Months
+5.60%
YTD
+5.17%
1 Year
+11.50%
3 Years (annualized)
+10.63%
5 Years (annualized)
+4.92%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSAX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+7.64%
vs Peers
-2.47%

LPSAX Mutual Fund Performance

LPSAX performance across multiple time periods: 1-month -0.29%, YTD 5.17%, 1-year 11.50%, 3-year 10.63%, 5-year 4.92%, 10-year 7.18%.

LPSAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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