LVAZX Mutual Fund

LVAZX Mutual Fund

NAV$20.25
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Returns Overview

1 Month
-3.71%
3 Months
+5.64%
6 Months
+14.38%
YTD
+25.74%
1 Year
+46.38%
3 Years (annualized)
+25.88%
5 Years (annualized)
+15.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVAZX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.74%
Peer Avg (YTD)
+17.66%
vs Peers
+8.08%

LVAZX Mutual Fund Performance

LVAZX performance across multiple time periods: 1-month -3.71%, YTD 25.74%, 1-year 46.38%, 3-year 25.88%, 5-year 15.77%.

LVAZX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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