LVAQX Mutual Fund

LVAQX Mutual Fund

NAV$22.38
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Returns Overview

1 Month
+2.29%
3 Months
+8.67%
6 Months
+16.09%
YTD
+20.09%
1 Year
+31.09%
3 Years (annualized)
+14.05%
5 Years (annualized)
+10.86%
10 Years (annualized)
+9.31%

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)
+20.09%
Peer Avg (YTD)
+15.31%
vs Peers
+4.78%

LVAQX Mutual Fund Performance

LVAQX performance across multiple time periods: 1-month 2.29%, YTD 20.09%, 1-year 31.09%, 3-year 14.05%, 5-year 10.86%, 10-year 9.31%.

LVAQX returns outperform the peer average of 15.31% 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.