LVAFX Mutual Fund

LVAFX Mutual Fund

NAV$13.39
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Returns Overview

1 Month
+6.33%
3 Months
+7.03%
6 Months
+12.64%
YTD
+16.65%
1 Year
+29.24%
3 Years (annualized)
+18.76%
5 Years (annualized)
+11.81%
10 Years (annualized)
+9.41%

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
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📉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)
+16.65%
Peer Avg (YTD)
+11.41%
vs Peers
+5.24%

LVAFX Mutual Fund Performance

LVAFX performance across multiple time periods: 1-month 6.33%, YTD 16.65%, 1-year 29.24%, 3-year 18.76%, 5-year 11.81%, 10-year 9.41%.

LVAFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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