LVAEX Mutual Fund

LVAEX Mutual Fund

NAV$31.70
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Returns Overview

1 Month
+4.16%
3 Months
+8.29%
6 Months
+15.84%
YTD
+18.17%
1 Year
+33.30%
3 Years (annualized)
+17.84%
5 Years (annualized)
+12.71%
10 Years (annualized)
+11.86%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.17%
Peer Avg (YTD)
+11.41%
vs Peers
+6.75%

LVAEX Mutual Fund Performance

LVAEX performance across multiple time periods: 1-month 4.16%, YTD 18.17%, 1-year 33.30%, 3-year 17.84%, 5-year 12.71%, 10-year 11.86%.

LVAEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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