LVAQX Mutual Fund

LVAQX Mutual Fund

NAV$22.62
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Returns Overview

1 Month
+5.01%
3 Months
+15.28%
6 Months
+18.22%
YTD
+17.39%
1 Year
+29.85%
3 Years (annualized)
+16.01%
5 Years (annualized)
+9.85%
10 Years (annualized)
+9.62%

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
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📉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)
+17.39%
Peer Avg (YTD)
+18.52%
vs Peers
-1.13%

LVAQX Mutual Fund Performance

LVAQX performance across multiple time periods: 1-month 5.01%, YTD 17.39%, 1-year 29.85%, 3-year 16.01%, 5-year 9.85%, 10-year 9.62%.

LVAQX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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