LAVGX Mutual Fund

LAVGX Mutual Fund

NAV$20.30
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Returns Overview

1 Month
+1.88%
3 Months
-4.89%
6 Months
+6.51%
YTD
+19.63%
1 Year
+26.54%
3 Years (annualized)
+19.58%
5 Years (annualized)
+6.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+19.63%
Peer Avg (YTD)
+8.51%
vs Peers
+11.12%

LAVGX Mutual Fund Performance

LAVGX performance across multiple time periods: 1-month 1.88%, YTD 19.63%, 1-year 26.54%, 3-year 19.58%, 5-year 6.35%.

LAVGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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