LVAGX Mutual Fund

LVAGX Mutual Fund

NAV$22.08
See how much of LVAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+8.83%
6 Months
+18.85%
YTD
+24.72%
1 Year
+41.97%
3 Years (annualized)
+21.91%
5 Years (annualized)
+14.22%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+24.72%
Peer Avg (YTD)
+11.41%
vs Peers
+13.31%

LVAGX Mutual Fund Performance

LVAGX performance across multiple time periods: 1-month 1.42%, YTD 24.72%, 1-year 41.97%, 3-year 21.91%, 5-year 14.22%, 10-year 11.86%.

LVAGX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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