LPXFX Mutual Fund

NAV$9.52

Returns Overview

1 Month
+0.48%
3 Months
+2.74%
6 Months
+2.35%
YTD
+2.35%
1 Year
+6.21%
3 Years (annualized)
+8.30%
5 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXFX 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
ICE BofA 8% Constrained Developed Markets Low Duration Capital Securities Custom Index
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+2.03%
vs Peers
+0.31%

LPXFX Mutual Fund Performance

LPXFX performance across multiple time periods: 1-month 0.48%, YTD 2.35%, 1-year 6.21%, 3-year 8.30%, 5-year 3.88%.

LPXFX returns outperform the peer average of 2.03% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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