LVAMX Mutual Fund

LVAMX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
+2.67%
3 Months
+7.04%
6 Months
+12.35%
YTD
+18.22%
1 Year
+22.27%
3 Years (annualized)
+20.85%
5 Years (annualized)
+12.37%
10 Years (annualized)
+10.55%

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)
+18.22%
Peer Avg (YTD)
+12.44%
vs Peers
+5.78%

LVAMX Mutual Fund Performance

LVAMX performance across multiple time periods: 1-month 2.67%, YTD 18.22%, 1-year 22.27%, 3-year 20.85%, 5-year 12.37%, 10-year 10.55%.

LVAMX returns outperform the peer average of 12.44% 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.