LAVGX Mutual Fund

LAVGX Mutual Fund

NAV$18.91
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Returns Overview

1 Month
-5.86%
3 Months
-5.39%
6 Months
-4.68%
YTD
+9.13%
1 Year
+9.31%
3 Years (annualized)
+20.77%
5 Years (annualized)
+5.18%

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)
+9.13%
Peer Avg (YTD)
+5.23%
vs Peers
+3.89%

LAVGX Mutual Fund Performance

LAVGX performance across multiple time periods: 1-month -5.86%, YTD 9.13%, 1-year 9.31%, 3-year 20.77%, 5-year 5.18%.

LAVGX returns outperform the peer average of 5.23% 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.