LAVQX Mutual Fund

LAVQX Mutual Fund

NAV$17.17
See how much of LAVQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.15%
3 Months
+2.70%
6 Months
+5.16%
YTD
+7.27%
1 Year
+18.29%
3 Years (annualized)
+16.02%
5 Years (annualized)
+11.07%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVQX 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)
+7.27%
Peer Avg (YTD)
+11.41%
vs Peers
-4.14%

LAVQX Mutual Fund Performance

LAVQX performance across multiple time periods: 1-month 2.15%, YTD 7.27%, 1-year 18.29%, 3-year 16.02%, 5-year 11.07%, 10-year 10.64%.

LAVQX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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