LVAVX Mutual Fund

LVAVX Mutual Fund

NAV$16.81
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Returns Overview

1 Month
+2.49%
3 Months
+7.85%
6 Months
+17.19%
YTD
+23.80%
1 Year
+33.60%
3 Years (annualized)
+21.90%
5 Years (annualized)
+13.57%
10 Years (annualized)
+12.23%

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)
+23.80%
Peer Avg (YTD)
+12.44%
vs Peers
+11.36%

LVAVX Mutual Fund Performance

LVAVX performance across multiple time periods: 1-month 2.49%, YTD 23.80%, 1-year 33.60%, 3-year 21.90%, 5-year 13.57%, 10-year 12.23%.

LVAVX returns outperform the peer average of 12.44% 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.