LPVIX Mutual Fund

LPVIX Mutual Fund

NAV$24.24
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Returns Overview

1 Month
-1.26%
3 Months
-0.08%
6 Months
+3.22%
YTD
+11.89%
1 Year
+13.33%
3 Years (annualized)
+22.10%
5 Years (annualized)
+9.75%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPVIX 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)
+11.89%
Peer Avg (YTD)
+6.71%
vs Peers
+5.18%

LPVIX Mutual Fund Performance

LPVIX performance across multiple time periods: 1-month -1.26%, YTD 11.89%, 1-year 13.33%, 3-year 22.10%, 5-year 9.75%, 10-year 12.07%.

LPVIX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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