LVAFX Mutual Fund

LVAFX Mutual Fund

NAV$13.28
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Returns Overview

1 Month
-2.07%
3 Months
+5.39%
6 Months
+10.10%
YTD
+9.71%
1 Year
+20.57%
3 Years (annualized)
+20.19%
5 Years (annualized)
+12.35%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+9.49%
vs Peers
+0.22%

LVAFX Mutual Fund Performance

LVAFX performance across multiple time periods: 1-month -2.07%, YTD 9.71%, 1-year 20.57%, 3-year 20.19%, 5-year 12.35%, 10-year 9.92%.

LVAFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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