LVAMX Mutual Fund

LVAMX Mutual Fund

NAV$11.58
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Returns Overview

1 Month
+5.34%
3 Months
+7.55%
6 Months
+12.28%
YTD
+15.15%
1 Year
+24.42%
3 Years (annualized)
+16.08%
5 Years (annualized)
+10.35%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+11.41%
vs Peers
+3.73%

LVAMX Mutual Fund Performance

LVAMX performance across multiple time periods: 1-month 5.34%, YTD 15.15%, 1-year 24.42%, 3-year 16.08%, 5-year 10.35%, 10-year 9.23%.

LVAMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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