LVIII Mutual Fund

Returns Overview

1 Month
+3.04%
3 Months
+15.38%
6 Months
+18.03%
YTD
+17.09%
1 Year
+18.74%
3 Years (annualized)
+13.68%
5 Years (annualized)
+3.93%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+8.97%
vs Peers
+8.12%

LVIII Mutual Fund Performance

LVIII performance across multiple time periods: 1-month 3.04%, YTD 17.09%, 1-year 18.74%, 3-year 13.68%, 5-year 3.93%.

LVIII returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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