LPSDX Mutual Fund

NAV$15.64

Returns Overview

1 Month
-0.32%
3 Months
+6.79%
6 Months
+6.86%
YTD
+6.35%
1 Year
+13.57%
3 Years (annualized)
+12.40%
5 Years (annualized)
+6.39%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSDX 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)
+6.35%
Peer Avg (YTD)
+7.64%
vs Peers
-1.29%

LPSDX Mutual Fund Performance

LPSDX performance across multiple time periods: 1-month -0.32%, YTD 6.35%, 1-year 13.57%, 3-year 12.40%, 5-year 6.39%, 10-year 9.01%.

LPSDX 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.

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