LFVAX Mutual Fund

LFVAX Mutual Fund

NAV$30.16
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Returns Overview

1 Month
-1.93%
3 Months
+3.70%
6 Months
+9.34%
YTD
+15.98%
1 Year
+21.19%
3 Years (annualized)
+9.30%
5 Years (annualized)
+6.25%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFVAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.98%
Peer Avg (YTD)
+15.31%
vs Peers
+0.67%

LFVAX Mutual Fund Performance

LFVAX performance across multiple time periods: 1-month -1.93%, YTD 15.98%, 1-year 21.19%, 3-year 9.30%, 5-year 6.25%, 10-year 9.06%.

LFVAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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