LPXRX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+0.44%
3 Months
+2.58%
6 Months
+2.15%
YTD
+2.04%
1 Year
+5.68%
3 Years (annualized)
+7.76%
5 Years (annualized)
+3.37%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LPXRX 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)
+2.04%
Peer Avg (YTD)
+2.03%
vs Peers
+0.01%

LPXRX Mutual Fund Performance

LPXRX performance across multiple time periods: 1-month 0.44%, YTD 2.04%, 1-year 5.68%, 3-year 7.76%, 5-year 3.37%, 10-year 3.87%.

LPXRX returns outperform the peer average of 2.03% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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