LVAEX Mutual Fund

NAV$31.22

Returns Overview

1 Month
+0.17%
3 Months
+11.26%
6 Months
+14.34%
YTD
+13.45%
1 Year
+28.31%
3 Years (annualized)
+19.21%
5 Years (annualized)
+11.68%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+9.49%
vs Peers
+3.96%

LVAEX Mutual Fund Performance

LVAEX performance across multiple time periods: 1-month 0.17%, YTD 13.45%, 1-year 28.31%, 3-year 19.21%, 5-year 11.68%, 10-year 11.84%.

LVAEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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