LAVVX Mutual Fund

LAVVX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
+2.14%
3 Months
+2.84%
6 Months
+5.41%
YTD
+7.61%
1 Year
+19.04%
3 Years (annualized)
+16.80%
5 Years (annualized)
+11.82%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVVX 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)
+7.61%
Peer Avg (YTD)
+11.41%
vs Peers
-3.81%

LAVVX Mutual Fund Performance

LAVVX performance across multiple time periods: 1-month 2.14%, YTD 7.61%, 1-year 19.04%, 3-year 16.80%, 5-year 11.82%, 10-year 11.40%.

LAVVX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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