LEVOX Mutual Fund

NAV$15.22

Returns Overview

1 Month
-3.98%
3 Months
-4.05%
6 Months
+4.24%
YTD
-5.54%
1 Year
+20.00%
3 Years (annualized)
+11.22%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEVOX 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)
-5.54%
Peer Avg (YTD)
-2.69%
vs Peers
-2.85%

LEVOX Mutual Fund Performance

LEVOX performance across multiple time periods: 1-month -3.98%, YTD -5.54%, 1-year 20.00%, 3-year 11.22%, 5-year 6.65%, 10-year 9.37%.

LEVOX returns trail the peer average of -2.69% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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