LVAMX Mutual Fund

NAV$11.43

Returns Overview

1 Month
-1.02%
3 Months
+6.59%
6 Months
+9.65%
YTD
+9.31%
1 Year
+17.05%
3 Years (annualized)
+17.68%
5 Years (annualized)
+11.27%
10 Years (annualized)
+9.77%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+9.49%
vs Peers
-0.18%

LVAMX Mutual Fund Performance

LVAMX performance across multiple time periods: 1-month -1.02%, YTD 9.31%, 1-year 17.05%, 3-year 17.68%, 5-year 11.27%, 10-year 9.77%.

LVAMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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