LVAVX Mutual Fund

LVAVX Mutual Fund

NAV$17.66
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Returns Overview

1 Month
+4.36%
3 Months
+3.49%
6 Months
+13.57%
YTD
+25.02%
1 Year
+31.43%
3 Years (annualized)
+25.24%
5 Years (annualized)
+13.86%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAVX 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 1000 Value Index Return
This Mutual Fund (YTD)
+25.02%
Peer Avg (YTD)
+14.61%
vs Peers
+10.40%

LVAVX Mutual Fund Performance

LVAVX performance across multiple time periods: 1-month 4.36%, YTD 25.02%, 1-year 31.43%, 3-year 25.24%, 5-year 13.86%, 10-year 12.43%.

LVAVX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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