LVAVX Mutual Fund

LVAVX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
+3.68%
3 Months
+9.74%
6 Months
+16.79%
YTD
+20.80%
1 Year
+37.46%
3 Years (annualized)
+19.89%
5 Years (annualized)
+13.55%
10 Years (annualized)
+12.96%

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)
+20.80%
Peer Avg (YTD)
+11.41%
vs Peers
+9.39%

LVAVX Mutual Fund Performance

LVAVX performance across multiple time periods: 1-month 3.68%, YTD 20.80%, 1-year 37.46%, 3-year 19.89%, 5-year 13.55%, 10-year 12.96%.

LVAVX returns outperform the peer average of 11.41% 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.