LVLGX Mutual Fund

NAV$47.43

Returns Overview

1 Month
+11.52%
3 Months
+1.85%
6 Months
-2.48%
YTD
+1.39%
1 Year
+18.11%
3 Years (annualized)
+19.37%
5 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVLGX 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
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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 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+3.42%
vs Peers
-2.03%

LVLGX Mutual Fund Performance

LVLGX performance across multiple time periods: 1-month 11.52%, YTD 1.39%, 1-year 18.11%, 3-year 19.37%, 5-year 8.91%.

LVLGX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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