LVOAX Mutual Fund

LVOAX Mutual Fund

NAV$20.54
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Returns Overview

1 Month
+4.72%
3 Months
+14.22%
6 Months
+15.31%
YTD
+14.16%
1 Year
+20.57%
3 Years (annualized)
+14.38%
5 Years (annualized)
+9.33%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOAX 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
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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+10.82%
vs Peers
+3.34%

LVOAX Mutual Fund Performance

LVOAX performance across multiple time periods: 1-month 4.72%, YTD 14.16%, 1-year 20.57%, 3-year 14.38%, 5-year 9.33%, 10-year 12.23%.

LVOAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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