LAVRX Mutual Fund

LAVRX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
+2.14%
3 Months
+2.75%
6 Months
+5.21%
YTD
+7.31%
1 Year
+18.42%
3 Years (annualized)
+16.16%
5 Years (annualized)
+11.19%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVRX 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)
+7.31%
Peer Avg (YTD)
+11.41%
vs Peers
-4.11%

LAVRX Mutual Fund Performance

LAVRX performance across multiple time periods: 1-month 2.14%, YTD 7.31%, 1-year 18.42%, 3-year 16.16%, 5-year 11.19%, 10-year 10.76%.

LAVRX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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