LAVVX Mutual Fund

LAVVX Mutual Fund

NAV$17.75
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Returns Overview

1 Month
-0.39%
3 Months
+3.68%
6 Months
+3.68%
YTD
+7.19%
1 Year
+15.70%
3 Years (annualized)
+17.51%
5 Years (annualized)
+11.03%
10 Years (annualized)
+11.24%

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)
+7.19%
Peer Avg (YTD)
+12.44%
vs Peers
-5.25%

LAVVX Mutual Fund Performance

LAVVX performance across multiple time periods: 1-month -0.39%, YTD 7.19%, 1-year 15.70%, 3-year 17.51%, 5-year 11.03%, 10-year 11.24%.

LAVVX returns trail the peer average of 12.44% 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.