LVAQX Mutual Fund

LVAQX Mutual Fund

NAV$22.54
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Returns Overview

1 Month
+6.55%
3 Months
+1.44%
6 Months
+10.23%
YTD
+21.81%
1 Year
+28.35%
3 Years (annualized)
+19.49%
5 Years (annualized)
+10.51%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAQX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.81%
Peer Avg (YTD)
+12.21%
vs Peers
+9.60%

LVAQX Mutual Fund Performance

LVAQX performance across multiple time periods: 1-month 6.55%, YTD 21.81%, 1-year 28.35%, 3-year 19.49%, 5-year 10.51%, 10-year 9.46%.

LVAQX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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