LAVTX Mutual Fund

NAV$18.28

Returns Overview

1 Month
+1.86%
3 Months
+6.90%
6 Months
+6.12%
YTD
+5.29%
1 Year
+18.74%
3 Years (annualized)
+17.55%
5 Years (annualized)
+10.64%
10 Years (annualized)
+10.92%

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
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)
+5.29%
Peer Avg (YTD)
+9.49%
vs Peers
-4.20%

LAVTX Mutual Fund Performance

LAVTX performance across multiple time periods: 1-month 1.86%, YTD 5.29%, 1-year 18.74%, 3-year 17.55%, 5-year 10.64%, 10-year 10.92%.

LAVTX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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