LFVCX Mutual Fund

LFVCX Mutual Fund

NAV$31.50
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Returns Overview

1 Month
-2.01%
3 Months
+3.45%
6 Months
+8.90%
YTD
+15.47%
1 Year
+20.30%
3 Years (annualized)
+8.47%
5 Years (annualized)
+4.88%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFVCX 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)
+15.47%
Peer Avg (YTD)
+15.31%
vs Peers
+0.16%

LFVCX Mutual Fund Performance

LFVCX performance across multiple time periods: 1-month -2.01%, YTD 15.47%, 1-year 20.30%, 3-year 8.47%, 5-year 4.88%, 10-year 7.87%.

LFVCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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