LAVSX Mutual Fund

LAVSX Mutual Fund

NAV$17.07
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Returns Overview

1 Month
-0.46%
3 Months
+3.62%
6 Months
+3.55%
YTD
+6.98%
1 Year
+15.30%
3 Years (annualized)
+17.14%
5 Years (annualized)
+9.78%
10 Years (annualized)
+10.43%

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
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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)
+6.98%
Peer Avg (YTD)
+12.44%
vs Peers
-5.46%

LAVSX Mutual Fund Performance

LAVSX performance across multiple time periods: 1-month -0.46%, YTD 6.98%, 1-year 15.30%, 3-year 17.14%, 5-year 9.78%, 10-year 10.43%.

LAVSX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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