LAVSX Mutual Fund

NAV$17.94

Returns Overview

1 Month
+1.90%
3 Months
+6.84%
6 Months
+5.98%
YTD
+5.20%
1 Year
+18.44%
3 Years (annualized)
+17.28%
5 Years (annualized)
+10.36%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVSX 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)
+5.20%
Peer Avg (YTD)
+9.49%
vs Peers
-4.29%

LAVSX Mutual Fund Performance

LAVSX performance across multiple time periods: 1-month 1.90%, YTD 5.20%, 1-year 18.44%, 3-year 17.28%, 5-year 10.36%, 10-year 10.64%.

LAVSX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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