LAVQX Mutual Fund

LAVQX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
-0.47%
3 Months
+3.53%
6 Months
+3.40%
YTD
+6.77%
1 Year
+14.93%
3 Years (annualized)
+16.74%
5 Years (annualized)
+10.29%
10 Years (annualized)
+10.49%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+12.44%
vs Peers
-5.67%

LAVQX Mutual Fund Performance

LAVQX performance across multiple time periods: 1-month -0.47%, YTD 6.77%, 1-year 14.93%, 3-year 16.74%, 5-year 10.29%, 10-year 10.49%.

LAVQX returns trail the peer average of 12.44% 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.