LAVYX Mutual Fund

LAVYX Mutual Fund

NAV$18.04
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Returns Overview

1 Month
+2.17%
3 Months
+2.82%
6 Months
+5.43%
YTD
+7.59%
1 Year
+18.95%
3 Years (annualized)
+16.69%
5 Years (annualized)
+11.71%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAVYX 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)
+7.59%
Peer Avg (YTD)
+11.41%
vs Peers
-3.83%

LAVYX Mutual Fund Performance

LAVYX performance across multiple time periods: 1-month 2.17%, YTD 7.59%, 1-year 18.95%, 3-year 16.69%, 5-year 11.71%, 10-year 11.31%.

LAVYX 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.

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