LPSFX Mutual Fund

LPSFX Mutual Fund

NAV$20.53
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Returns Overview

1 Month
-0.34%
3 Months
+0.05%
6 Months
+2.46%
YTD
+8.67%
1 Year
+10.88%
3 Years (annualized)
+18.64%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPSFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+14.77%
vs Peers
-6.10%

LPSFX Mutual Fund Performance

LPSFX performance across multiple time periods: 1-month -0.34%, YTD 8.67%, 1-year 10.88%, 3-year 18.64%, 5-year 8.10%, 10-year 10.61%.

LPSFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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