LAVFX Mutual Fund

LAVFX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-0.40%
3 Months
+3.65%
6 Months
+3.59%
YTD
+7.05%
1 Year
+15.50%
3 Years (annualized)
+17.33%
5 Years (annualized)
+9.94%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVFX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+12.44%
vs Peers
-5.39%

LAVFX Mutual Fund Performance

LAVFX performance across multiple time periods: 1-month -0.40%, YTD 7.05%, 1-year 15.50%, 3-year 17.33%, 5-year 9.94%, 10-year 10.59%.

LAVFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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