LVAGX Mutual Fund

NAV$21.86

Returns Overview

1 Month
-0.42%
3 Months
+17.18%
6 Months
+22.98%
YTD
+21.63%
1 Year
+39.64%
3 Years (annualized)
+22.07%
5 Years (annualized)
+13.36%
10 Years (annualized)
+12.00%

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

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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+21.63%
Peer Avg (YTD)
+9.49%
vs Peers
+12.14%

LVAGX Mutual Fund Performance

LVAGX performance across multiple time periods: 1-month -0.42%, YTD 21.63%, 1-year 39.64%, 3-year 22.07%, 5-year 13.36%, 10-year 12.00%.

LVAGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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