LAVPX Mutual Fund

NAV$17.47

Returns Overview

1 Month
+1.88%
3 Months
+6.81%
6 Months
+5.86%
YTD
+5.07%
1 Year
+18.21%
3 Years (annualized)
+17.03%
5 Years (annualized)
+11.01%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+9.49%
vs Peers
-4.42%

LAVPX Mutual Fund Performance

LAVPX performance across multiple time periods: 1-month 1.88%, YTD 5.07%, 1-year 18.21%, 3-year 17.03%, 5-year 11.01%, 10-year 12.76%.

LAVPX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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