LVIII Mutual Fund

LVIII Mutual Fund

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Returns Overview

1 Month
+2.15%
3 Months
+7.57%
6 Months
+15.07%
YTD
+22.23%
1 Year
+23.45%
3 Years (annualized)
+14.97%
5 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVIII 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(RLV)
This Mutual Fund (YTD)
+22.23%
Peer Avg (YTD)
+8.51%
vs Peers
+13.72%

LVIII Mutual Fund Performance

LVIII performance across multiple time periods: 1-month 2.15%, YTD 22.23%, 1-year 23.45%, 3-year 14.97%, 5-year 4.18%.

LVIII returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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