LAVTX Mutual Fund

LAVTX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
+2.17%
3 Months
+2.82%
6 Months
+5.42%
YTD
+7.58%
1 Year
+19.00%
3 Years (annualized)
+16.71%
5 Years (annualized)
+11.75%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVTX 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)
+7.58%
Peer Avg (YTD)
+11.41%
vs Peers
-3.84%

LAVTX Mutual Fund Performance

LAVTX performance across multiple time periods: 1-month 2.17%, YTD 7.58%, 1-year 19.00%, 3-year 16.71%, 5-year 11.75%, 10-year 11.31%.

LAVTX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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