LRRVX Mutual Fund

LRRVX Mutual Fund

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Returns Overview

1 Month
+1.18%
3 Months
+2.14%
6 Months
+4.37%
YTD
+4.11%
1 Year
+6.60%
3 Years (annualized)
+6.51%
5 Years (annualized)
+5.43%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LRRVX 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
Morningstar LSTA US Leveraged Loan Index
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+2.15%
vs Peers
+1.96%

LRRVX Mutual Fund Performance

LRRVX performance across multiple time periods: 1-month 1.18%, YTD 4.11%, 1-year 6.60%, 3-year 6.51%, 5-year 5.43%, 10-year 2.91%.

LRRVX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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