LIRVX Mutual Fund

NAV$12.43

Returns Overview

1 Month
+1.41%
3 Months
+11.37%
6 Months
+12.34%
YTD
+10.98%
1 Year
+26.79%
3 Years (annualized)
+20.86%
5 Years (annualized)
+11.46%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRVX 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
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+8.71%
vs Peers
+2.27%

LIRVX Mutual Fund Performance

LIRVX performance across multiple time periods: 1-month 1.41%, YTD 10.98%, 1-year 26.79%, 3-year 20.86%, 5-year 11.46%, 10-year 9.36%.

LIRVX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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