LAVPX Mutual Fund

LAVPX Mutual Fund

NAV$17.14
See how much of LAVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.71%
3 Months
-0.52%
6 Months
+2.22%
YTD
+6.76%
1 Year
+11.74%
3 Years (annualized)
+19.54%
5 Years (annualized)
+9.82%
10 Years (annualized)
+10.81%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+12.44%
vs Peers
-5.68%

LAVPX Mutual Fund Performance

LAVPX performance across multiple time periods: 1-month 3.71%, YTD 6.76%, 1-year 11.74%, 3-year 19.54%, 5-year 9.82%, 10-year 10.81%.

LAVPX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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